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 | $43,857 | $138,065-68.2% | $123,544-64.5% | $135,375-67.6% |
| Participation rate | 77.3% | 84.7%-7.5pp | 82.3%-5.0pp | 82.6%-5.4pp |
| Annual return | -5.91% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,849 | $5,151-64.1% | $4,628-60.1% | $4,779-61.3% |
| Participant deferral / active EE | $8,339 | $6,799+22.7% | $6,426+29.8% | $5,609+48.7% |
| Admin fee / account holder | $1,111 | $10,916-89.8% | $9,284-88.0% | $10,827-89.7% |