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 | $53,267 | $138,065-61.4% | $123,544-56.9% | $135,375-60.7% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -4.62% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,570 | $5,151-69.5% | $4,628-66.1% | $4,779-67.1% |
| Participant deferral / active EE | $2,747 | $6,799-59.6% | $6,426-57.2% | $5,609-51.0% |
| Admin fee / account holder | $11,889 | $10,916+8.9% | $9,284+28.1% | $10,827+9.8% |