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 | $94,404 | $168,632-44.0% | $147,614-36.0% | $125,391-24.7% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -3.58% | 77.65%-81.2pp | 61.98%-65.6pp | 282.22%-285.8pp |
| Employer contribution / active EE | $3,071 | $6,252-50.9% | $5,564-44.8% | $4,866-36.9% |
| Participant deferral / active EE | $7,331 | $5,507+33.1% | $4,895+49.8% | $5,352+37.0% |
| Admin fee / account holder | $991 | $13,580-92.7% | $11,611-91.5% | $9,540-89.6% |