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 | $104,612 | $135,635-22.9% | $110,238-5.1% | $135,375-22.7% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -1.83% | 513.19%-515.0pp | 314.74%-316.6pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,856 | $4,906-41.8% | $3,826-25.4% | $4,779-40.2% |
| Participant deferral / active EE | $6,137 | $5,506+11.4% | $4,672+31.3% | $5,609+9.4% |
| Admin fee / account holder | $611 | $11,457-94.7% | $8,547-92.8% | $10,827-94.4% |