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 | $50,802 | $190,805-73.4% | $159,960-68.2% | $134,475-62.2% |
| Participation rate | 84.6% | 81.9%+2.7pp | 78.0%+6.7pp | 81.2%+3.4pp |
| Annual return | -15.50% | 552.23%-567.7pp | 408.60%-424.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $6,298 | $4,995+26.1% | $4,226+49.0% | $4,740+32.9% |
| Participant deferral / active EE | $3,362 | $6,923-51.4% | $6,182-45.6% | $6,400-47.5% |
| Admin fee / account holder | $7,293 | $10,471-30.4% | $8,698-16.2% | $11,426-36.2% |