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 | $81,640 | $138,065-40.9% | $123,544-33.9% | $135,375-39.7% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -8.78% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,078 | $5,151-59.7% | $4,628-55.1% | $4,779-56.5% |
| Participant deferral / active EE | $6,134 | $6,799-9.8% | $6,426-4.5% | $5,609+9.4% |
| Admin fee / account holder | $2,944 | $10,916-73.0% | $9,284-68.3% | $10,827-72.8% |