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 | $96,940 | $138,065-29.8% | $123,544-21.5% | $135,375-28.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.83% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,551 | $5,151+7.8% | $4,628+19.9% | $4,779+16.2% |
| Participant deferral / active EE | $3,677 | $6,799-45.9% | $6,426-42.8% | $5,609-34.4% |
| Admin fee / account holder | $6,046 | $10,916-44.6% | $9,284-34.9% | $10,827-44.2% |