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 | $76,611 | $138,065-44.5% | $123,544-38.0% | $135,375-43.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.67% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,474 | $5,151+6.3% | $4,628+18.3% | $4,779+14.5% |
| Participant deferral / active EE | $2,421 | $6,799-64.4% | $6,426-62.3% | $5,609-56.8% |
| Admin fee / account holder | $385 | $10,916-96.5% | $9,284-95.9% | $10,827-96.4% |