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 | $105,569 | $138,065-23.5% | $123,544-14.6% | $135,375-22.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.79% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,276 | $5,151-36.4% | $4,628-29.2% | $4,779-31.4% |
| Participant deferral / active EE | $7,624 | $6,799+12.1% | $6,426+18.6% | $5,609+35.9% |
| Admin fee / account holder | $457 | $10,916-95.8% | $9,284-95.1% | $10,827-95.8% |