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 | $46,893 | $168,632-72.2% | $147,614-68.2% | $125,391-62.6% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -1.69% | 77.65%-79.3pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,541 | $6,252-59.4% | $5,564-54.3% | $4,866-47.8% |
| Participant deferral / active EE | $6,750 | $5,507+22.6% | $4,895+37.9% | $5,352+26.1% |
| Admin fee / account holder | $16,737 | $13,580+23.2% | $11,611+44.1% | $9,540+75.4% |