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 | $84,305 | $138,065-38.9% | $123,544-31.8% | $135,375-37.7% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -4.26% | 153.68%-157.9pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,984 | $5,151-22.7% | $4,628-13.9% | $4,779-16.6% |
| Participant deferral / active EE | $4,777 | $6,799-29.7% | $6,426-25.7% | $5,609-14.8% |
| Admin fee / account holder | $16,244 | $10,916+48.8% | $9,284+75.0% | $10,827+50.0% |