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 | $44,127 | $138,065-68.0% | $123,544-64.3% | $135,375-67.4% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -4.73% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,523 | $5,151-70.4% | $4,628-67.1% | $4,779-68.1% |
| Participant deferral / active EE | $3,511 | $6,799-48.4% | $6,426-45.4% | $5,609-37.4% |
| Admin fee / account holder | $1,348 | $10,916-87.7% | $9,284-85.5% | $10,827-87.6% |