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 | $73,328 | $138,065-46.9% | $123,544-40.6% | $135,375-45.8% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.72% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,814 | $5,151-45.4% | $4,628-39.2% | $4,779-41.1% |
| Participant deferral / active EE | $12,501 | $6,799+83.9% | $6,426+94.6% | $5,609+122.9% |
| Admin fee / account holder | $10,408 | $10,916-4.7% | $9,284+12.1% | $10,827-3.9% |