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 | $61,772 | $138,065-55.3% | $123,544-50.0% | $135,375-54.4% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -4.50% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,131 | $5,151-58.6% | $4,628-53.9% | $4,779-55.4% |
| Participant deferral / active EE | $4,278 | $6,799-37.1% | $6,426-33.4% | $5,609-23.7% |
| Admin fee / account holder | $10,454 | $10,916-4.2% | $9,284+12.6% | $10,827-3.4% |