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 | $55,493 | $135,635-59.1% | $110,238-49.7% | $135,375-59.0% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -3.76% | 513.19%-516.9pp | 314.74%-318.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,809 | $4,906-42.7% | $3,826-26.6% | $4,779-41.2% |
| Participant deferral / active EE | $6,763 | $5,506+22.8% | $4,672+44.8% | $5,609+20.6% |
| Admin fee / account holder | $9,402 | $11,457-17.9% | $8,547+10.0% | $10,827-13.2% |