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 | $43,916 | $197,825-77.8% | $155,790-71.8% | $125,391-65.0% |
| Participation rate | 92.9% | 82.1%+10.8pp | 76.1%+16.8pp | 83.2%+9.7pp |
| Annual return | -1.13% | 86.74%-87.9pp | 71.54%-72.7pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,688 | $4,847-65.2% | $3,836-56.0% | $4,866-65.3% |
| Participant deferral / active EE | $3,831 | $5,630-32.0% | $4,797-20.1% | $5,352-28.4% |
| Admin fee / account holder | $3,980 | $9,545-58.3% | $7,478-46.8% | $9,540-58.3% |