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 | $86,896 | $138,065-37.1% | $123,544-29.7% | $135,375-35.8% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -6.45% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,087 | $5,151-78.9% | $4,628-76.5% | $4,779-77.2% |
| Participant deferral / active EE | $3,943 | $6,799-42.0% | $6,426-38.6% | $5,609-29.7% |
| Admin fee / account holder | $1,176 | $10,916-89.2% | $9,284-87.3% | $10,827-89.1% |