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 | $79,522 | $138,065-42.4% | $123,544-35.6% | $135,375-41.3% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.46% | 153.68%-160.1pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,338 | $5,151-35.2% | $4,628-27.9% | $4,779-30.2% |
| Participant deferral / active EE | $6,489 | $6,799-4.6% | $6,426+1.0% | $5,609+15.7% |
| Admin fee / account holder | $872 | $10,916-92.0% | $9,284-90.6% | $10,827-91.9% |