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 9-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 | $62,096 | $138,065-55.0% | $123,544-49.7% | $135,375-54.1% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -5.63% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,100 | $5,151-39.8% | $4,628-33.0% | $4,779-35.1% |
| Participant deferral / active EE | $7,481 | $6,799+10.0% | $6,426+16.4% | $5,609+33.4% |
| Admin fee / account holder | $432 | $10,916-96.0% | $9,284-95.4% | $10,827-96.0% |