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 | $46,012 | $138,065-66.7% | $123,544-62.8% | $135,375-66.0% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -4.70% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,566 | $5,151-69.6% | $4,628-66.2% | $4,779-67.2% |
| Participant deferral / active EE | $4,453 | $6,799-34.5% | $6,426-30.7% | $5,609-20.6% |
| Admin fee / account holder | $1,773 | $10,916-83.8% | $9,284-80.9% | $10,827-83.6% |