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 | $51,226 | $138,065-62.9% | $123,544-58.5% | $135,375-62.2% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.10% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $5,842 | $5,151+13.4% | $4,628+26.2% | $4,779+22.2% |
| Participant deferral / active EE | $8,773 | $6,799+29.0% | $6,426+36.5% | $5,609+56.4% |
| Admin fee / account holder | $21,085 | $10,916+93.2% | $9,284+127.1% | $10,827+94.7% |