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 | $50,752 | $138,065-63.2% | $123,544-58.9% | $135,375-62.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.75% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,213 | $5,151-76.5% | $4,628-73.8% | $4,779-74.6% |
| Participant deferral / active EE | $6,414 | $6,799-5.7% | $6,426-0.2% | $5,609+14.4% |
| Admin fee / account holder | $323 | $10,916-97.0% | $9,284-96.5% | $10,827-97.0% |