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 | $86,088 | $135,635-36.5% | $110,238-21.9% | $135,375-36.4% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -5.85% | 513.19%-519.0pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,150 | $4,906-35.8% | $3,826-17.7% | $4,779-34.1% |
| Participant deferral / active EE | $6,343 | $5,506+15.2% | $4,672+35.8% | $5,609+13.1% |
| Admin fee / account holder | $3,845 | $11,457-66.4% | $8,547-55.0% | $10,827-64.5% |