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 | $48,410 | $138,065-64.9% | $123,544-60.8% | $135,375-64.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.17% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,729 | $5,151-27.6% | $4,628-19.4% | $4,779-22.0% |
| Participant deferral / active EE | $10,241 | $6,799+50.6% | $6,426+59.4% | $5,609+82.6% |
| Admin fee / account holder | $25,058 | $10,916+129.6% | $9,284+169.9% | $10,827+131.4% |