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 | $79,726 | $138,065-42.3% | $123,544-35.5% | $135,375-41.1% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -8.72% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $5,111 | $5,151-0.8% | $4,628+10.4% | $4,779+7.0% |
| Participant deferral / active EE | $10,261 | $6,799+50.9% | $6,426+59.7% | $5,609+82.9% |
| Admin fee / account holder | $1,382 | $10,916-87.3% | $9,284-85.1% | $10,827-87.2% |