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 | $25,925 | $138,065-81.2% | $123,544-79.0% | $135,375-80.8% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -8.03% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,855 | $5,151-64.0% | $4,628-59.9% | $4,779-61.2% |
| Participant deferral / active EE | $4,072 | $6,799-40.1% | $6,426-36.6% | $5,609-27.4% |
| Admin fee / account holder | $1,442 | $10,916-86.8% | $9,284-84.5% | $10,827-86.7% |