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 | $96,918 | $138,065-29.8% | $123,544-21.6% | $135,375-28.4% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.86% | 153.68%-157.5pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,744 | $5,151-46.7% | $4,628-40.7% | $4,779-42.6% |
| Participant deferral / active EE | $7,823 | $6,799+15.1% | $6,426+21.8% | $5,609+39.5% |
| Admin fee / account holder | $35,523 | $10,916+225.4% | $9,284+282.6% | $10,827+228.1% |