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 | $46,675 | $138,065-66.2% | $123,544-62.2% | $135,375-65.5% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -7.58% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,845 | $5,151-64.2% | $4,628-60.1% | $4,779-61.4% |
| Participant deferral / active EE | $5,928 | $6,799-12.8% | $6,426-7.8% | $5,609+5.7% |
| Admin fee / account holder | $364 | $10,916-96.7% | $9,284-96.1% | $10,827-96.6% |