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 | $59,308 | $135,635-56.3% | $110,238-46.2% | $135,375-56.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -4.93% | 513.19%-518.1pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,487 | $4,906-69.7% | $3,826-61.1% | $4,779-68.9% |
| Participant deferral / active EE | $1,664 | $5,506-69.8% | $4,672-64.4% | $5,609-70.3% |
| Admin fee / account holder | $7,702 | $11,457-32.8% | $8,547-9.9% | $10,827-28.9% |