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 | $90,173 | $135,635-33.5% | $110,238-18.2% | $135,375-33.4% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | -8.64% | 513.19%-521.8pp | 314.74%-323.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $4,556 | $4,906-7.1% | $3,826+19.1% | $4,779-4.7% |
| Participant deferral / active EE | $5,774 | $5,506+4.9% | $4,672+23.6% | $5,609+2.9% |
| Admin fee / account holder | $3,714 | $11,457-67.6% | $8,547-56.5% | $10,827-65.7% |