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 | $118,882 | $138,065-13.9% | $123,544-3.8% | $135,375-12.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.26% | 153.68%-158.9pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,582 | $5,151-69.3% | $4,628-65.8% | $4,779-66.9% |
| Participant deferral / active EE | $15,569 | $6,799+129.0% | $6,426+142.3% | $5,609+177.6% |
| Admin fee / account holder | $36,255 | $10,916+232.1% | $9,284+290.5% | $10,827+234.9% |