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 | $96,774 | $160,055-39.5% | $140,016-30.9% | $135,375-28.5% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -4.52% | 911.38%-915.9pp | 651.12%-655.6pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,208 | $6,420-50.0% | $5,606-42.8% | $4,779-32.9% |
| Participant deferral / active EE | $3,956 | $7,642-48.2% | $6,927-42.9% | $5,609-29.5% |
| Admin fee / account holder | $19,382 | $13,328+45.4% | $10,705+81.0% | $10,827+79.0% |