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 | $48,334 | $168,632-71.3% | $147,614-67.3% | $125,391-61.5% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -1.85% | 77.65%-79.5pp | 61.98%-63.8pp | 282.22%-284.1pp |
| Employer contribution / active EE | $20,782 | $6,252+232.4% | $5,564+273.5% | $4,866+327.1% |
| Participant deferral / active EE | $4,896 | $5,507-11.1% | $4,8950% | $5,352-8.5% |
| Admin fee / account holder | $6,186 | $13,580-54.4% | $11,611-46.7% | $9,540-35.2% |