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 | $46,899 | $138,065-66.0% | $123,544-62.0% | $135,375-65.4% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -8.21% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,100 | $5,151-59.2% | $4,628-54.6% | $4,779-56.0% |
| Participant deferral / active EE | $4,634 | $6,799-31.8% | $6,426-27.9% | $5,609-17.4% |
| Admin fee / account holder | $4,634 | $10,916-57.6% | $9,284-50.1% | $10,827-57.2% |