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 | $119,558 | $138,065-13.4% | $123,544-3.2% | $135,375-11.7% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -5.36% | 153.68%-159.0pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,014 | $5,151-41.5% | $4,628-34.9% | $4,779-36.9% |
| Participant deferral / active EE | $8,477 | $6,799+24.7% | $6,426+31.9% | $5,609+51.1% |
| Admin fee / account holder | $4,843 | $10,916-55.6% | $9,284-47.8% | $10,827-55.3% |