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 | $51,215 | $138,065-62.9% | $123,544-58.5% | $135,375-62.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -0.27% | 153.68%-154.0pp | 119.20%-119.5pp | 519.73%-520.0pp |
| Employer contribution / active EE | $4,000 | $5,151-22.4% | $4,628-13.6% | $4,779-16.3% |
| Participant deferral / active EE | $6,746 | $6,799-0.8% | $6,426+5.0% | $5,609+20.3% |
| Admin fee / account holder | $1,002 | $10,916-90.8% | $9,284-89.2% | $10,827-90.7% |