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 | $85,625 | $138,065-38.0% | $123,544-30.7% | $135,375-36.7% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -7.52% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,619 | $5,151-29.7% | $4,628-21.8% | $4,779-24.3% |
| Participant deferral / active EE | $7,154 | $6,799+5.2% | $6,426+11.3% | $5,609+27.6% |
| Admin fee / account holder | $4,471 | $10,916-59.0% | $9,284-51.8% | $10,827-58.7% |