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 | $75,333 | $138,065-45.4% | $123,544-39.0% | $135,375-44.4% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -8.80% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $8,603 | $5,151+67.0% | $4,628+85.9% | $4,779+80.0% |
| Participant deferral / active EE | $3,777 | $6,799-44.5% | $6,426-41.2% | $5,609-32.7% |
| Admin fee / account holder | $1,564 | $10,916-85.7% | $9,284-83.2% | $10,827-85.6% |