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 | $79,701 | $138,065-42.3% | $123,544-35.5% | $135,375-41.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -7.32% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,946 | $5,151-42.8% | $4,628-36.3% | $4,779-38.4% |
| Participant deferral / active EE | $7,603 | $6,799+11.8% | $6,426+18.3% | $5,609+35.6% |
| Admin fee / account holder | $2,493 | $10,916-77.2% | $9,284-73.2% | $10,827-77.0% |