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 | $43,389 | $138,065-68.6% | $123,544-64.9% | $135,375-67.9% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -2.81% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $4,166 | $5,151-19.1% | $4,628-10.0% | $4,779-12.8% |
| Participant deferral / active EE | $3,430 | $6,799-49.6% | $6,426-46.6% | $5,609-38.8% |
| Admin fee / account holder | $651 | $10,916-94.0% | $9,284-93.0% | $10,827-94.0% |