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 | $109,574 | $138,065-20.6% | $123,544-11.3% | $135,375-19.1% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.86% | 153.68%-161.5pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $4,436 | $5,151-13.9% | $4,628-4.1% | $4,779-7.2% |
| Participant deferral / active EE | $7,523 | $6,799+10.7% | $6,426+17.1% | $5,609+34.1% |
| Admin fee / account holder | $780 | $10,916-92.9% | $9,284-91.6% | $10,827-92.8% |