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 | $72,409 | $138,065-47.6% | $123,544-41.4% | $135,375-46.5% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -8.48% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,074 | $5,151-79.2% | $4,628-76.8% | $4,779-77.5% |
| Participant deferral / active EE | $3,660 | $6,799-46.2% | $6,426-43.0% | $5,609-34.7% |
| Admin fee / account holder | $581 | $10,916-94.7% | $9,284-93.7% | $10,827-94.6% |