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 | $72,452 | $138,065-47.5% | $123,544-41.4% | $135,375-46.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -0.41% | 153.68%-154.1pp | 119.20%-119.6pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,865 | $5,151-63.8% | $4,628-59.7% | $4,779-61.0% |
| Participant deferral / active EE | $5,847 | $6,799-14.0% | $6,426-9.0% | $5,609+4.2% |
| Admin fee / account holder | $8,748 | $10,916-19.9% | $9,284-5.8% | $10,827-19.2% |