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 | $65,276 | $138,065-52.7% | $123,544-47.2% | $135,375-51.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.21% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,160 | $5,151-77.5% | $4,628-74.9% | $4,779-75.7% |
| Participant deferral / active EE | $4,243 | $6,799-37.6% | $6,426-34.0% | $5,609-24.4% |
| Admin fee / account holder | $739 | $10,916-93.2% | $9,284-92.0% | $10,827-93.2% |