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 | $86,283 | $138,065-37.5% | $123,544-30.2% | $135,375-36.3% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.76% | 153.68%-161.4pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,929 | $5,151-62.6% | $4,628-58.3% | $4,779-59.6% |
| Participant deferral / active EE | $6,414 | $6,799-5.7% | $6,426-0.2% | $5,609+14.4% |
| Admin fee / account holder | $2,425 | $10,916-77.8% | $9,284-73.9% | $10,827-77.6% |