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 | $54,735 | $138,065-60.4% | $123,544-55.7% | $135,375-59.6% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -4.96% | 153.68%-158.6pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $5,836 | $5,151+13.3% | $4,628+26.1% | $4,779+22.1% |
| Participant deferral / active EE | $10,922 | $6,799+60.6% | $6,426+70.0% | $5,609+94.7% |
| Admin fee / account holder | $6,565 | $10,916-39.9% | $9,284-29.3% | $10,827-39.4% |