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 | $25,625 | $138,065-81.4% | $123,544-79.3% | $135,375-81.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.83% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,936 | $5,151-43.0% | $4,628-36.6% | $4,779-38.6% |
| Participant deferral / active EE | $5,226 | $6,799-23.1% | $6,426-18.7% | $5,609-6.8% |
| Admin fee / account holder | $899 | $10,916-91.8% | $9,284-90.3% | $10,827-91.7% |