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 | $62,300 | $138,065-54.9% | $123,544-49.6% | $135,375-54.0% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -6.51% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $911 | $5,151-82.3% | $4,628-80.3% | $4,779-80.9% |
| Participant deferral / active EE | $14,264 | $6,799+109.8% | $6,426+122.0% | $5,609+154.3% |
| Admin fee / account holder | $10,202 | $10,916-6.5% | $9,284+9.9% | $10,827-5.8% |