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 9-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 | $85,454 | $138,065-38.1% | $123,544-30.8% | $135,375-36.9% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.16% | 153.68%-160.8pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,891 | $5,151-5.1% | $4,628+5.7% | $4,779+2.3% |
| Participant deferral / active EE | $12,202 | $6,799+79.5% | $6,426+89.9% | $5,609+117.6% |
| Admin fee / account holder | $7,414 | $10,916-32.1% | $9,284-20.1% | $10,827-31.5% |