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 | $39,712 | $138,065-71.2% | $123,544-67.9% | $135,375-70.7% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -4.75% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,590 | $5,151-49.7% | $4,628-44.0% | $4,779-45.8% |
| Participant deferral / active EE | $4,357 | $6,799-35.9% | $6,426-32.2% | $5,609-22.3% |
| Admin fee / account holder | $23,409 | $10,916+114.4% | $9,284+152.1% | $10,827+116.2% |