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 | $28,391 | $138,065-79.4% | $123,544-77.0% | $135,375-79.0% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.25% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,092 | $5,151-59.4% | $4,628-54.8% | $4,779-56.2% |
| Participant deferral / active EE | $4,348 | $6,799-36.1% | $6,426-32.3% | $5,609-22.5% |
| Admin fee / account holder | $2,022 | $10,916-81.5% | $9,284-78.2% | $10,827-81.3% |