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 | $27,902 | $138,065-79.8% | $123,544-77.4% | $135,375-79.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -1.81% | 153.68%-155.5pp | 119.20%-121.0pp | 519.73%-521.5pp |
| Employer contribution / active EE | $8,861 | $5,151+72.0% | $4,628+91.5% | $4,779+85.4% |
| Participant deferral / active EE | $33,835 | $6,799+397.6% | $6,426+426.6% | $5,609+503.3% |
| Admin fee / account holder | $90,619 | $10,916+730.2% | $9,284+876.1% | $10,827+737.0% |