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 | $36,356 | $138,065-73.7% | $123,544-70.6% | $135,375-73.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.59% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,964 | $5,151-61.9% | $4,628-57.6% | $4,779-58.9% |
| Participant deferral / active EE | $4,941 | $6,799-27.3% | $6,426-23.1% | $5,609-11.9% |
| Admin fee / account holder | $3,735 | $10,916-65.8% | $9,284-59.8% | $10,827-65.5% |