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 | $90,936 | $138,065-34.1% | $123,544-26.4% | $135,375-32.8% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -7.61% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,927 | $5,151-23.8% | $4,628-15.2% | $4,779-17.8% |
| Participant deferral / active EE | $9,493 | $6,799+39.6% | $6,426+47.7% | $5,609+69.3% |
| Admin fee / account holder | $27,419 | $10,916+151.2% | $9,284+195.3% | $10,827+153.2% |