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 | $49,339 | $138,065-64.3% | $123,544-60.1% | $135,375-63.6% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -3.67% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,695 | $5,151-67.1% | $4,628-63.4% | $4,779-64.5% |
| Participant deferral / active EE | $3,044 | $6,799-55.2% | $6,426-52.6% | $5,609-45.7% |
| Admin fee / account holder | $21,275 | $10,916+94.9% | $9,284+129.2% | $10,827+96.5% |