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 | $99,563 | $138,065-27.9% | $123,544-19.4% | $135,375-26.5% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -6.06% | 153.68%-159.7pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,330 | $5,151-74.2% | $4,628-71.3% | $4,779-72.2% |
| Participant deferral / active EE | $2,905 | $6,799-57.3% | $6,426-54.8% | $5,609-48.2% |
| Admin fee / account holder | $9,331 | $10,916-14.5% | $9,284+0.5% | $10,827-13.8% |