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 | $84,616 | $135,635-37.6% | $110,238-23.2% | $135,375-37.5% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -5.27% | 513.19%-518.5pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,258 | $4,906-54.0% | $3,826-41.0% | $4,779-52.8% |
| Participant deferral / active EE | $6,006 | $5,506+9.1% | $4,672+28.6% | $5,609+7.1% |
| Admin fee / account holder | $1,934 | $11,457-83.1% | $8,547-77.4% | $10,827-82.1% |