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 | $42,383 | $138,065-69.3% | $123,544-65.7% | $135,375-68.7% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -3.57% | 153.68%-157.2pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,101 | $5,151-59.2% | $4,628-54.6% | $4,779-56.0% |
| Participant deferral / active EE | $3,758 | $6,799-44.7% | $6,426-41.5% | $5,609-33.0% |
| Admin fee / account holder | $14,722 | $10,916+34.9% | $9,284+58.6% | $10,827+36.0% |