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 | $48,088 | $138,044-65.2% | $125,339-61.6% | $134,475-64.2% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -4.64% | 750.33%-755.0pp | 572.05%-576.7pp | 417.96%-422.6pp |
| Employer contribution / active EE | $9,072 | $5,243+73.0% | $4,814+88.5% | $4,740+91.4% |
| Participant deferral / active EE | $3,217 | $7,799-58.8% | $7,446-56.8% | $6,400-49.7% |
| Admin fee / account holder | $2,391 | $11,571-79.3% | $10,010-76.1% | $11,426-79.1% |