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 | $49,823 | $138,065-63.9% | $123,544-59.7% | $135,375-63.2% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -7.12% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,189 | $5,151-57.5% | $4,628-52.7% | $4,779-54.2% |
| Participant deferral / active EE | $6,293 | $6,799-7.4% | $6,426-2.1% | $5,609+12.2% |
| Admin fee / account holder | $308 | $10,916-97.2% | $9,284-96.7% | $10,827-97.2% |