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 | $51,191 | $138,065-62.9% | $123,544-58.6% | $135,375-62.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.68% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,867 | $5,151-5.5% | $4,628+5.2% | $4,779+1.8% |
| Participant deferral / active EE | $7,437 | $6,799+9.4% | $6,426+15.7% | $5,609+32.6% |
| Admin fee / account holder | $927 | $10,916-91.5% | $9,284-90.0% | $10,827-91.4% |