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 | $92,882 | $138,065-32.7% | $123,544-24.8% | $135,375-31.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.09% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $5,605 | $5,151+8.8% | $4,628+21.1% | $4,779+17.3% |
| Participant deferral / active EE | $13,401 | $6,799+97.1% | $6,426+108.6% | $5,609+138.9% |
| Admin fee / account holder | $19,581 | $10,916+79.4% | $9,284+110.9% | $10,827+80.9% |