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 | $50,988 | $133,958-61.9% | $112,228-54.6% | $134,475-62.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -15.33% | 47.11%-62.4pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,680 | $4,038-58.4% | $3,635-53.8% | $4,740-64.6% |
| Participant deferral / active EE | $4,297 | $5,291-18.8% | $4,728-9.1% | $6,400-32.9% |
| Admin fee / account holder | $584 | $7,489-92.2% | $6,410-90.9% | $11,426-94.9% |