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 | $82,520 | $138,065-40.2% | $123,544-33.2% | $135,375-39.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.12% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $9,971 | $5,151+93.6% | $4,628+115.5% | $4,779+108.7% |
| Participant deferral / active EE | $7,545 | $6,799+11.0% | $6,426+17.4% | $5,609+34.5% |
| Admin fee / account holder | $1,309 | $10,916-88.0% | $9,284-85.9% | $10,827-87.9% |