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 | $85,846 | $138,065-37.8% | $123,544-30.5% | $135,375-36.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.58% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,632 | $5,151-29.5% | $4,628-21.5% | $4,779-24.0% |
| Participant deferral / active EE | $7,091 | $6,799+4.3% | $6,426+10.4% | $5,609+26.4% |
| Admin fee / account holder | $2,028 | $10,916-81.4% | $9,284-78.2% | $10,827-81.3% |