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 | $88,739 | $138,065-35.7% | $123,544-28.2% | $135,375-34.4% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -4.82% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,166 | $5,151-57.9% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $9,073 | $6,799+33.5% | $6,426+41.2% | $5,609+61.8% |
| Admin fee / account holder | $28,425 | $10,916+160.4% | $9,284+206.2% | $10,827+162.5% |