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 | $54,234 | $138,065-60.7% | $123,544-56.1% | $135,375-59.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.19% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,140 | $5,151-19.6% | $4,628-10.5% | $4,779-13.4% |
| Participant deferral / active EE | $4,140 | $6,799-39.1% | $6,426-35.6% | $5,609-26.2% |
| Admin fee / account holder | $8,083 | $10,916-26.0% | $9,284-12.9% | $10,827-25.3% |