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 | $94,934 | $138,065-31.2% | $123,544-23.2% | $135,375-29.9% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -4.15% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,574 | $5,151-30.6% | $4,628-22.8% | $4,779-25.2% |
| Participant deferral / active EE | $6,955 | $6,799+2.3% | $6,426+8.2% | $5,609+24.0% |
| Admin fee / account holder | $37,655 | $10,916+245.0% | $9,284+305.6% | $10,827+247.8% |