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 | $73,070 | $138,065-47.1% | $123,544-40.9% | $135,375-46.0% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -3.96% | 153.68%-157.6pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $4,966 | $5,151-3.6% | $4,628+7.3% | $4,779+3.9% |
| Participant deferral / active EE | $10,820 | $6,799+59.1% | $6,426+68.4% | $5,609+92.9% |
| Admin fee / account holder | $773 | $10,916-92.9% | $9,284-91.7% | $10,827-92.9% |