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 | $41,891 | $138,065-69.7% | $123,544-66.1% | $135,375-69.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.05% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,509 | $5,151-31.9% | $4,628-24.2% | $4,779-26.6% |
| Participant deferral / active EE | $9,853 | $6,799+44.9% | $6,426+53.3% | $5,609+75.7% |
| Admin fee / account holder | $3,694 | $10,916-66.2% | $9,284-60.2% | $10,827-65.9% |