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 | $35,049 | $138,065-74.6% | $123,544-71.6% | $135,375-74.1% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -7.60% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,415 | $5,151-53.1% | $4,628-47.8% | $4,779-49.5% |
| Participant deferral / active EE | $3,890 | $6,799-42.8% | $6,426-39.5% | $5,609-30.7% |
| Admin fee / account holder | $3,481 | $10,916-68.1% | $9,284-62.5% | $10,827-67.9% |