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 | $44,810 | $138,065-67.5% | $123,544-63.7% | $135,375-66.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.13% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $4,125 | $5,151-19.9% | $4,628-10.9% | $4,779-13.7% |
| Participant deferral / active EE | $8,665 | $6,799+27.4% | $6,426+34.9% | $5,609+54.5% |
| Admin fee / account holder | $5,318 | $10,916-51.3% | $9,284-42.7% | $10,827-50.9% |