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 | $53,422 | $138,065-61.3% | $123,544-56.8% | $135,375-60.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -8.49% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,886 | $5,151-44.0% | $4,628-37.6% | $4,779-39.6% |
| Participant deferral / active EE | $4,787 | $6,799-29.6% | $6,426-25.5% | $5,609-14.7% |
| Admin fee / account holder | $604 | $10,916-94.5% | $9,284-93.5% | $10,827-94.4% |