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 | $39,135 | $138,065-71.7% | $123,544-68.3% | $135,375-71.1% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -7.40% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,679 | $5,151-67.4% | $4,628-63.7% | $4,779-64.9% |
| Participant deferral / active EE | $4,832 | $6,799-28.9% | $6,426-24.8% | $5,609-13.9% |
| Admin fee / account holder | $6,487 | $10,916-40.6% | $9,284-30.1% | $10,827-40.1% |