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 | $68,363 | $168,632-59.5% | $147,614-53.7% | $125,391-45.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.84% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,651 | $6,252-73.6% | $5,564-70.3% | $4,866-66.1% |
| Participant deferral / active EE | $3,668 | $5,507-33.4% | $4,895-25.1% | $5,352-31.5% |
| Admin fee / account holder | $2,760 | $13,580-79.7% | $11,611-76.2% | $9,540-71.1% |