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 | $49,022 | $138,065-64.5% | $123,544-60.3% | $135,375-63.8% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -5.24% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,347 | $5,151-54.4% | $4,628-49.3% | $4,779-50.9% |
| Participant deferral / active EE | $3,763 | $6,799-44.6% | $6,426-41.4% | $5,609-32.9% |
| Admin fee / account holder | $5,990 | $10,916-45.1% | $9,284-35.5% | $10,827-44.7% |