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 | $93,028 | $138,065-32.6% | $123,544-24.7% | $135,375-31.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.29% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,340 | $5,151-35.2% | $4,628-27.8% | $4,779-30.1% |
| Participant deferral / active EE | $15,887 | $6,799+133.7% | $6,426+147.2% | $5,609+183.2% |
| Admin fee / account holder | $1,441 | $10,916-86.8% | $9,284-84.5% | $10,827-86.7% |