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 | $121,140 | $138,065-12.3% | $123,544-1.9% | $135,375-10.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.90% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,369 | $5,151+4.2% | $4,628+16.0% | $4,779+12.3% |
| Participant deferral / active EE | $8,611 | $6,799+26.6% | $6,426+34.0% | $5,609+53.5% |
| Admin fee / account holder | $7,314 | $10,916-33.0% | $9,284-21.2% | $10,827-32.4% |