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 | $66,880 | $138,065-51.6% | $123,544-45.9% | $135,375-50.6% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -4.06% | 153.68%-157.7pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,054 | $5,151-79.5% | $4,628-77.2% | $4,779-78.0% |
| Participant deferral / active EE | $2,611 | $6,799-61.6% | $6,426-59.4% | $5,609-53.4% |
| Admin fee / account holder | $4,744 | $10,916-56.5% | $9,284-48.9% | $10,827-56.2% |