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 | $90,770 | $138,065-34.3% | $123,544-26.5% | $135,375-32.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.87% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,450 | $5,151-33.0% | $4,628-25.5% | $4,779-27.8% |
| Participant deferral / active EE | $9,216 | $6,799+35.6% | $6,426+43.4% | $5,609+64.3% |
| Admin fee / account holder | $6,533 | $10,916-40.1% | $9,284-29.6% | $10,827-39.7% |