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 | $28,944 | $138,065-79.0% | $123,544-76.6% | $135,375-78.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.30% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,118 | $5,151-39.5% | $4,628-32.6% | $4,779-34.8% |
| Participant deferral / active EE | $15,659 | $6,799+130.3% | $6,426+143.7% | $5,609+179.2% |
| Admin fee / account holder | $7,760 | $10,916-28.9% | $9,284-16.4% | $10,827-28.3% |