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 | $61,731 | $135,635-54.5% | $110,238-44.0% | $135,375-54.4% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.8%+6.8pp | 82.6%+4.0pp |
| Annual return | -3.96% | 513.19%-517.1pp | 314.74%-318.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,825 | $4,906-42.4% | $3,826-26.2% | $4,779-40.9% |
| Participant deferral / active EE | $6,233 | $5,506+13.2% | $4,672+33.4% | $5,609+11.1% |
| Admin fee / account holder | $31,413 | $11,457+174.2% | $8,547+267.5% | $10,827+190.1% |