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 | $30,572 | $138,065-77.9% | $123,544-75.3% | $135,375-77.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -7.39% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,611 | $5,151-49.3% | $4,628-43.6% | $4,779-45.4% |
| Participant deferral / active EE | $4,035 | $6,799-40.7% | $6,426-37.2% | $5,609-28.1% |
| Admin fee / account holder | $1,632 | $10,916-85.0% | $9,284-82.4% | $10,827-84.9% |