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 | $57,573 | $168,632-65.9% | $147,614-61.0% | $125,391-54.1% |
| Participation rate | 85.0% | 88.8%-3.8pp | 84.6%+0.4pp | 83.2%+1.8pp |
| Annual return | -1.88% | 77.65%-79.5pp | 61.98%-63.9pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,955 | $6,252-36.7% | $5,564-28.9% | $4,866-18.7% |
| Participant deferral / active EE | $7,345 | $5,507+33.4% | $4,895+50.1% | $5,352+37.3% |
| Admin fee / account holder | $1,520 | $13,580-88.8% | $11,611-86.9% | $9,540-84.1% |