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 | $39,208 | $138,065-71.6% | $123,544-68.3% | $135,375-71.0% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -6.56% | 153.68%-160.2pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,306 | $5,151-55.2% | $4,628-50.2% | $4,779-51.7% |
| Participant deferral / active EE | $4,187 | $6,799-38.4% | $6,426-34.8% | $5,609-25.3% |
| Admin fee / account holder | $14,445 | $10,916+32.3% | $9,284+55.6% | $10,827+33.4% |