See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,210 | $138,065-28.9% | $123,544-20.5% | $135,375-27.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.65% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,453 | $5,151-52.4% | $4,628-47.0% | $4,779-48.7% |
| Participant deferral / active EE | $7,553 | $6,799+11.1% | $6,426+17.5% | $5,609+34.7% |
| Admin fee / account holder | $17,171 | $10,916+57.3% | $9,284+85.0% | $10,827+58.6% |