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 | $70,795 | $138,065-48.7% | $123,544-42.7% | $135,375-47.7% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -8.18% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,993 | $5,151-22.5% | $4,628-13.7% | $4,779-16.4% |
| Participant deferral / active EE | $5,935 | $6,799-12.7% | $6,426-7.6% | $5,609+5.8% |
| Admin fee / account holder | $3,909 | $10,916-64.2% | $9,284-57.9% | $10,827-63.9% |