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 | $54,558 | $190,805-71.4% | $159,960-65.9% | $134,475-59.4% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -12.93% | 552.23%-565.2pp | 408.60%-421.5pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,121 | $4,995-57.5% | $4,226-49.8% | $4,740-55.3% |
| Participant deferral / active EE | $8,483 | $6,923+22.5% | $6,182+37.2% | $6,400+32.6% |
| Admin fee / account holder | $2,718 | $10,471-74.0% | $8,698-68.7% | $11,426-76.2% |