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 | $91,907 | $99,640-7.8% | $86,436+6.3% | $134,475-31.7% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -14.97% | 6782.58%-6797.5pp | 4394.89%-4409.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,947 | $4,400-33.0% | $3,769-21.8% | $4,740-37.8% |
| Participant deferral / active EE | $8,209 | $7,246+13.3% | $6,952+18.1% | $6,400+28.3% |
| Admin fee / account holder | $1,276 | $8,371-84.8% | $6,731-81.0% | $11,426-88.8% |