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 | $52,094 | $138,044-62.3% | $125,339-58.4% | $134,475-61.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -13.59% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,544 | $5,243-13.3% | $4,814-5.6% | $4,740-4.1% |
| Participant deferral / active EE | $11,740 | $7,799+50.5% | $7,446+57.7% | $6,400+83.4% |
| Admin fee / account holder | $3,719 | $11,571-67.9% | $10,010-62.8% | $11,426-67.5% |