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 | $54,254 | $138,065-60.7% | $123,544-56.1% | $135,375-59.9% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -5.24% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,434 | $5,151-72.2% | $4,628-69.0% | $4,779-70.0% |
| Participant deferral / active EE | $3,449 | $6,799-49.3% | $6,426-46.3% | $5,609-38.5% |
| Admin fee / account holder | $20,541 | $10,916+88.2% | $9,284+121.3% | $10,827+89.7% |