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 | $80,077 | $138,065-42.0% | $123,544-35.2% | $135,375-40.8% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -7.55% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,999 | $5,151-22.4% | $4,628-13.6% | $4,779-16.3% |
| Participant deferral / active EE | $12,603 | $6,799+85.4% | $6,426+96.1% | $5,609+124.7% |
| Admin fee / account holder | $20,713 | $10,916+89.8% | $9,284+123.1% | $10,827+91.3% |