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 | $56,964 | $138,065-58.7% | $123,544-53.9% | $135,375-57.9% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -4.52% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $15,405 | $5,151+199.0% | $4,628+232.9% | $4,779+222.4% |
| Participant deferral / active EE | $7,698 | $6,799+13.2% | $6,426+19.8% | $5,609+37.3% |
| Admin fee / account holder | $556 | $10,916-94.9% | $9,284-94.0% | $10,827-94.9% |