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 | $53,671 | $138,065-61.1% | $123,544-56.6% | $135,375-60.4% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.81% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,857 | $5,151-44.5% | $4,628-38.3% | $4,779-40.2% |
| Participant deferral / active EE | $5,384 | $6,799-20.8% | $6,426-16.2% | $5,609-4.0% |
| Admin fee / account holder | $307 | $10,916-97.2% | $9,284-96.7% | $10,827-97.2% |