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 | $39,910 | $138,065-71.1% | $123,544-67.7% | $135,375-70.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -8.52% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $6,898 | $5,151+33.9% | $4,628+49.1% | $4,779+44.3% |
| Participant deferral / active EE | $6,163 | $6,799-9.4% | $6,426-4.1% | $5,609+9.9% |
| Admin fee / account holder | $530 | $10,916-95.1% | $9,284-94.3% | $10,827-95.1% |