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 | $41,539 | $138,065-69.9% | $123,544-66.4% | $135,375-69.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.73% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,789 | $5,151-26.4% | $4,628-18.1% | $4,779-20.7% |
| Participant deferral / active EE | $8,618 | $6,799+26.8% | $6,426+34.1% | $5,609+53.7% |
| Admin fee / account holder | $10,618 | $10,916-2.7% | $9,284+14.4% | $10,827-1.9% |