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 | $49,172 | $138,065-64.4% | $123,544-60.2% | $135,375-63.7% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -6.83% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,119 | $5,151-39.4% | $4,628-32.6% | $4,779-34.7% |
| Participant deferral / active EE | $9,187 | $6,799+35.1% | $6,426+43.0% | $5,609+63.8% |
| Admin fee / account holder | $6,005 | $10,916-45.0% | $9,284-35.3% | $10,827-44.5% |