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 | $48,442 | $138,065-64.9% | $123,544-60.8% | $135,375-64.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.33% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,650 | $5,151-48.6% | $4,628-42.7% | $4,779-44.5% |
| Participant deferral / active EE | $4,193 | $6,799-38.3% | $6,426-34.8% | $5,609-25.3% |
| Admin fee / account holder | $2,450 | $10,916-77.6% | $9,284-73.6% | $10,827-77.4% |