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 | $113,662 | $138,065-17.7% | $123,544-8.0% | $135,375-16.0% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -5.09% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,994 | $5,151-22.5% | $4,628-13.7% | $4,779-16.4% |
| Participant deferral / active EE | $8,349 | $6,799+22.8% | $6,426+29.9% | $5,609+48.9% |
| Admin fee / account holder | $6,230 | $10,916-42.9% | $9,284-32.9% | $10,827-42.5% |