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 | $81,375 | $106,543-23.6% | $91,220-10.8% | $134,475-39.5% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -7.43% | 160.60%-168.0pp | 114.01%-121.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,071 | $3,331-37.8% | $2,850-27.3% | $4,740-56.3% |
| Participant deferral / active EE | $8,230 | $4,719+74.4% | $4,234+94.4% | $6,400+28.6% |
| Admin fee / account holder | $7,922 | $6,231+27.1% | $5,420+46.2% | $11,426-30.7% |