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 | $55,478 | $138,065-59.8% | $123,544-55.1% | $135,375-59.0% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -8.29% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,489 | $5,151-51.7% | $4,628-46.2% | $4,779-47.9% |
| Participant deferral / active EE | $7,739 | $6,799+13.8% | $6,426+20.4% | $5,609+38.0% |
| Admin fee / account holder | $10,637 | $10,916-2.6% | $9,284+14.6% | $10,827-1.8% |