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 | $56,996 | $138,065-58.7% | $123,544-53.9% | $135,375-57.9% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -8.17% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,022 | $5,151-41.3% | $4,628-34.7% | $4,779-36.8% |
| Participant deferral / active EE | $7,871 | $6,799+15.8% | $6,426+22.5% | $5,609+40.3% |
| Admin fee / account holder | $627 | $10,916-94.3% | $9,284-93.2% | $10,827-94.2% |