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 | $86,138 | $138,065-37.6% | $123,544-30.3% | $135,375-36.4% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -1.65% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $6,611 | $5,151+28.3% | $4,628+42.9% | $4,779+38.4% |
| Participant deferral / active EE | $7,569 | $6,799+11.3% | $6,426+17.8% | $5,609+35.0% |
| Admin fee / account holder | $11,447 | $10,916+4.9% | $9,284+23.3% | $10,827+5.7% |