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 | $88,296 | $138,065-36.0% | $123,544-28.5% | $135,375-34.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -1.91% | 153.68%-155.6pp | 119.20%-121.1pp | 519.73%-521.6pp |
| Employer contribution / active EE | $5,271 | $5,151+2.3% | $4,628+13.9% | $4,779+10.3% |
| Participant deferral / active EE | $8,505 | $6,799+25.1% | $6,426+32.4% | $5,609+51.6% |
| Admin fee / account holder | $42,088 | $10,916+285.6% | $9,284+353.3% | $10,827+288.7% |