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 | $73,530 | $138,065-46.7% | $123,544-40.5% | $135,375-45.7% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -4.18% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,656 | $5,151-29.0% | $4,628-21.0% | $4,779-23.5% |
| Participant deferral / active EE | $5,764 | $6,799-15.2% | $6,426-10.3% | $5,609+2.8% |
| Admin fee / account holder | $60,496 | $10,916+454.2% | $9,284+551.6% | $10,827+458.7% |