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 | $98,066 | $135,635-27.7% | $110,238-11.0% | $135,375-27.6% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.8%+6.8pp | 82.6%+4.0pp |
| Annual return | -7.06% | 513.19%-520.2pp | 314.74%-321.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,826 | $4,906-62.8% | $3,826-52.3% | $4,779-61.8% |
| Participant deferral / active EE | $5,787 | $5,506+5.1% | $4,672+23.9% | $5,609+3.2% |
| Admin fee / account holder | $575 | $11,457-95.0% | $8,547-93.3% | $10,827-94.7% |