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 | $88,326 | $138,065-36.0% | $123,544-28.5% | $135,375-34.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.60% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $5,043 | $5,151-2.1% | $4,628+9.0% | $4,779+5.5% |
| Participant deferral / active EE | $10,335 | $6,799+52.0% | $6,426+60.8% | $5,609+84.3% |
| Admin fee / account holder | $7,942 | $10,916-27.2% | $9,284-14.5% | $10,827-26.6% |