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 | $55,472 | $138,065-59.8% | $123,544-55.1% | $135,375-59.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -7.68% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,922 | $5,151-62.7% | $4,628-58.5% | $4,779-59.8% |
| Participant deferral / active EE | $4,368 | $6,799-35.8% | $6,426-32.0% | $5,609-22.1% |
| Admin fee / account holder | $597 | $10,916-94.5% | $9,284-93.6% | $10,827-94.5% |