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 | $114,148 | $138,065-17.3% | $123,544-7.6% | $135,375-15.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.22% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,957 | $5,151-23.2% | $4,628-14.5% | $4,779-17.2% |
| Participant deferral / active EE | $8,235 | $6,799+21.1% | $6,426+28.2% | $5,609+46.8% |
| Admin fee / account holder | $7,383 | $10,916-32.4% | $9,284-20.5% | $10,827-31.8% |