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 | $112,359 | $138,065-18.6% | $123,544-9.1% | $135,375-17.0% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.45% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,779 | $5,151-46.1% | $4,628-40.0% | $4,779-41.9% |
| Participant deferral / active EE | $4,177 | $6,799-38.6% | $6,426-35.0% | $5,609-25.5% |
| Admin fee / account holder | $2,841 | $10,916-74.0% | $9,284-69.4% | $10,827-73.8% |