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 | $88,613 | $138,065-35.8% | $123,544-28.3% | $135,375-34.5% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.04% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,063 | $5,151-79.4% | $4,628-77.0% | $4,779-77.8% |
| Participant deferral / active EE | $6,179 | $6,799-9.1% | $6,426-3.8% | $5,609+10.2% |
| Admin fee / account holder | $25,596 | $10,916+134.5% | $9,284+175.7% | $10,827+136.4% |