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 | $73,134 | $138,065-47.0% | $123,544-40.8% | $135,375-46.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.01% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,347 | $5,151-73.9% | $4,628-70.9% | $4,779-71.8% |
| Participant deferral / active EE | $4,826 | $6,799-29.0% | $6,426-24.9% | $5,609-14.0% |
| Admin fee / account holder | $3,553 | $10,916-67.5% | $9,284-61.7% | $10,827-67.2% |