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 | $96,025 | $138,065-30.4% | $123,544-22.3% | $135,375-29.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.36% | 153.68%-162.0pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,845 | $5,151-44.8% | $4,628-38.5% | $4,779-40.5% |
| Participant deferral / active EE | $4,003 | $6,799-41.1% | $6,426-37.7% | $5,609-28.6% |
| Admin fee / account holder | $11,271 | $10,916+3.3% | $9,284+21.4% | $10,827+4.1% |