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 | $109,093 | $138,065-21.0% | $123,544-11.7% | $135,375-19.4% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -4.58% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,518 | $5,151-70.5% | $4,628-67.2% | $4,779-68.2% |
| Participant deferral / active EE | $5,148 | $6,799-24.3% | $6,426-19.9% | $5,609-8.2% |
| Admin fee / account holder | $22,336 | $10,916+104.6% | $9,284+140.6% | $10,827+106.3% |