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 | $51,687 | $138,065-62.6% | $123,544-58.2% | $135,375-61.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.01% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,910 | $5,151-4.7% | $4,628+6.1% | $4,779+2.7% |
| Participant deferral / active EE | $4,490 | $6,799-34.0% | $6,426-30.1% | $5,609-19.9% |
| Admin fee / account holder | $4,204 | $10,916-61.5% | $9,284-54.7% | $10,827-61.2% |