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 | $49,186 | $95,971-48.7% | $74,550-34.0% | $135,375-63.7% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -5.11% | 56.96%-62.1pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,243 | $2,716-17.4% | $1,961+14.4% | $4,779-53.1% |
| Participant deferral / active EE | $4,000 | $3,843+4.1% | $3,108+28.7% | $5,609-28.7% |
| Admin fee / account holder | $4,895 | $6,522-24.9% | $5,060-3.2% | $10,827-54.8% |