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 | $120,429 | $138,065-12.8% | $123,544-2.5% | $135,375-11.0% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -8.23% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $7,030 | $5,151+36.5% | $4,628+51.9% | $4,779+47.1% |
| Participant deferral / active EE | $11,690 | $6,799+71.9% | $6,426+81.9% | $5,609+108.4% |
| Admin fee / account holder | $11,860 | $10,916+8.6% | $9,284+27.7% | $10,827+9.5% |