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 | $48,683 | $127,386-61.8% | $115,037-57.7% | $125,391-61.2% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | -2.81% | 31.28%-34.1pp | 26.14%-29.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,740 | $6,423-41.8% | $6,026-37.9% | $5,352-30.1% |
| Admin fee / account holder | $973 | $9,516-89.8% | $8,175-88.1% | $9,540-89.8% |