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 | $110,689 | $138,065-19.8% | $123,544-10.4% | $135,375-18.2% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -5.14% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $7,119 | $5,151+38.2% | $4,628+53.8% | $4,779+49.0% |
| Participant deferral / active EE | $8,484 | $6,799+24.8% | $6,426+32.0% | $5,609+51.3% |
| Admin fee / account holder | $10,627 | $10,916-2.6% | $9,284+14.5% | $10,827-1.8% |