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 | $48,497 | $138,065-64.9% | $123,544-60.7% | $135,375-64.2% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.14% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,796 | $5,151-65.1% | $4,628-61.2% | $4,779-62.4% |
| Participant deferral / active EE | $10,412 | $6,799+53.1% | $6,426+62.0% | $5,609+85.6% |
| Admin fee / account holder | $15,448 | $10,916+41.5% | $9,284+66.4% | $10,827+42.7% |