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 | $50,559 | $138,065-63.4% | $123,544-59.1% | $135,375-62.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.65% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $5,732 | $5,151+11.3% | $4,628+23.9% | $4,779+20.0% |
| Participant deferral / active EE | $2,700 | $6,799-60.3% | $6,426-58.0% | $5,609-51.9% |
| Admin fee / account holder | $475 | $10,916-95.7% | $9,284-94.9% | $10,827-95.6% |