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 | $122,946 | $138,065-11.0% | $123,544-0.5% | $135,375-9.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -8.07% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $5,584 | $5,151+8.4% | $4,628+20.7% | $4,779+16.9% |
| Participant deferral / active EE | $12,427 | $6,799+82.8% | $6,426+93.4% | $5,609+121.6% |
| Admin fee / account holder | $6,281 | $10,916-42.5% | $9,284-32.3% | $10,827-42.0% |