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 | $85,794 | $138,065-37.9% | $123,544-30.6% | $135,375-36.6% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -4.50% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $5,240 | $5,151+1.7% | $4,628+13.2% | $4,779+9.7% |
| Participant deferral / active EE | $24,450 | $6,799+259.6% | $6,426+280.5% | $5,609+335.9% |
| Admin fee / account holder | $21,478 | $10,916+96.8% | $9,284+131.3% | $10,827+98.4% |