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 | $90,451 | $138,065-34.5% | $123,544-26.8% | $135,375-33.2% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -4.53% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,640 | $5,151-9.9% | $4,628+0.3% | $4,779-2.9% |
| Participant deferral / active EE | $6,853 | $6,799+0.8% | $6,426+6.7% | $5,609+22.2% |
| Admin fee / account holder | $16,845 | $10,916+54.3% | $9,284+81.4% | $10,827+55.6% |