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 | $50,996 | $138,065-63.1% | $123,544-58.7% | $135,375-62.3% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -8.64% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $3,302 | $5,151-35.9% | $4,628-28.6% | $4,779-30.9% |
| Participant deferral / active EE | $5,655 | $6,799-16.8% | $6,426-12.0% | $5,609+0.8% |
| Admin fee / account holder | $4,350 | $10,916-60.1% | $9,284-53.1% | $10,827-59.8% |