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 | $94,738 | $190,805-50.3% | $159,960-40.8% | $134,475-29.5% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -12.36% | 552.23%-564.6pp | 408.60%-421.0pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,437 | $4,995-71.2% | $4,226-66.0% | $4,740-69.7% |
| Participant deferral / active EE | $9,631 | $6,923+39.1% | $6,182+55.8% | $6,400+50.5% |
| Admin fee / account holder | $1,334 | $10,471-87.3% | $8,698-84.7% | $11,426-88.3% |