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 | $59,057 | $138,065-57.2% | $123,544-52.2% | $135,375-56.4% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -8.05% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,800 | $5,151-65.1% | $4,628-61.1% | $4,779-62.3% |
| Participant deferral / active EE | $5,652 | $6,799-16.9% | $6,426-12.0% | $5,609+0.8% |
| Admin fee / account holder | $2,226 | $10,916-79.6% | $9,284-76.0% | $10,827-79.4% |