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 | $92,397 | $138,065-33.1% | $123,544-25.2% | $135,375-31.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.07% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $13,020 | $5,151+152.7% | $4,628+181.3% | $4,779+172.5% |
| Participant deferral / active EE | $8,817 | $6,799+29.7% | $6,426+37.2% | $5,609+57.2% |
| Admin fee / account holder | $14,763 | $10,916+35.2% | $9,284+59.0% | $10,827+36.4% |