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 | $60,611 | $138,065-56.1% | $123,544-50.9% | $135,375-55.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.85% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,392 | $5,151-34.2% | $4,628-26.7% | $4,779-29.0% |
| Participant deferral / active EE | $9,724 | $6,799+43.0% | $6,426+51.3% | $5,609+73.4% |
| Admin fee / account holder | $34,637 | $10,916+217.3% | $9,284+273.1% | $10,827+219.9% |