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 | $49,901 | $180,449-72.3% | $154,107-67.6% | $135,375-63.1% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.28% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,486 | $6,035-58.8% | $5,298-53.1% | $4,779-48.0% |
| Participant deferral / active EE | $5,482 | $5,806-5.6% | $5,081+7.9% | $5,609-2.3% |
| Admin fee / account holder | $8,196 | $16,143-49.2% | $13,411-38.9% | $10,827-24.3% |