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 | $44,365 | $138,065-67.9% | $123,544-64.1% | $135,375-67.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.30% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $6,082 | $5,151+18.1% | $4,628+31.4% | $4,779+27.3% |
| Participant deferral / active EE | $11,211 | $6,799+64.9% | $6,426+74.5% | $5,609+99.9% |
| Admin fee / account holder | $19,686 | $10,916+80.3% | $9,284+112.1% | $10,827+81.8% |