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 | $28,482 | $138,065-79.4% | $123,544-76.9% | $135,375-79.0% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -7.82% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,016 | $5,151-41.4% | $4,628-34.8% | $4,779-36.9% |
| Participant deferral / active EE | $5,416 | $6,799-20.3% | $6,426-15.7% | $5,609-3.4% |
| Admin fee / account holder | $2,950 | $10,916-73.0% | $9,284-68.2% | $10,827-72.8% |