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 | $131,773 | $190,805-30.9% | $159,960-17.6% | $134,475-2.0% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -19.14% | 552.23%-571.4pp | 408.60%-427.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,917 | $4,995-61.6% | $4,226-54.6% | $4,740-59.6% |
| Participant deferral / active EE | $1,955 | $6,923-71.8% | $6,182-68.4% | $6,400-69.4% |
| Admin fee / account holder | $662 | $10,471-93.7% | $8,698-92.4% | $11,426-94.2% |