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 | $82,023 | $138,044-40.6% | $125,339-34.6% | $134,475-39.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.28% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,904 | $5,243-25.5% | $4,814-18.9% | $4,740-17.6% |
| Participant deferral / active EE | $10,224 | $7,799+31.1% | $7,446+37.3% | $6,400+59.8% |
| Admin fee / account holder | $352 | $11,571-97.0% | $10,010-96.5% | $11,426-96.9% |