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 | $65,979 | $138,065-52.2% | $123,544-46.6% | $135,375-51.3% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -6.01% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,361 | $5,151-54.2% | $4,628-49.0% | $4,779-50.6% |
| Participant deferral / active EE | $2,834 | $6,799-58.3% | $6,426-55.9% | $5,609-49.5% |
| Admin fee / account holder | $1,671 | $10,916-84.7% | $9,284-82.0% | $10,827-84.6% |