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 | $84,331 | $138,065-38.9% | $123,544-31.7% | $135,375-37.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.91% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,360 | $5,151-34.8% | $4,628-27.4% | $4,779-29.7% |
| Participant deferral / active EE | $8,145 | $6,799+19.8% | $6,426+26.8% | $5,609+45.2% |
| Admin fee / account holder | $3,642 | $10,916-66.6% | $9,284-60.8% | $10,827-66.4% |