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 | $52,823 | $138,065-61.7% | $123,544-57.2% | $135,375-61.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -2.21% | 153.68%-155.9pp | 119.20%-121.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $2,329 | $5,151-54.8% | $4,628-49.7% | $4,779-51.3% |
| Participant deferral / active EE | $6,006 | $6,799-11.7% | $6,426-6.5% | $5,609+7.1% |
| Admin fee / account holder | $914 | $10,916-91.6% | $9,284-90.2% | $10,827-91.6% |