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 | $59,637 | $138,065-56.8% | $123,544-51.7% | $135,375-55.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.25% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $10,001 | $5,151+94.1% | $4,628+116.1% | $4,779+109.3% |
| Participant deferral / active EE | $5,993 | $6,799-11.9% | $6,426-6.7% | $5,609+6.9% |
| Admin fee / account holder | $13,902 | $10,916+27.4% | $9,284+49.7% | $10,827+28.4% |