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 | $43,612 | $138,065-68.4% | $123,544-64.7% | $135,375-67.8% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -8.14% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,802 | $5,151-65.0% | $4,628-61.1% | $4,779-62.3% |
| Participant deferral / active EE | $2,686 | $6,799-60.5% | $6,426-58.2% | $5,609-52.1% |
| Admin fee / account holder | $579 | $10,916-94.7% | $9,284-93.8% | $10,827-94.7% |