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 | $50,890 | $138,065-63.1% | $123,544-58.8% | $135,375-62.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.19% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,685 | $5,151-47.9% | $4,628-42.0% | $4,779-43.8% |
| Participant deferral / active EE | $8,630 | $6,799+26.9% | $6,426+34.3% | $5,609+53.9% |
| Admin fee / account holder | $7,753 | $10,916-29.0% | $9,284-16.5% | $10,827-28.4% |