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 | $39,893 | $138,065-71.1% | $123,544-67.7% | $135,375-70.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -8.50% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,277 | $5,151-55.8% | $4,628-50.8% | $4,779-52.3% |
| Participant deferral / active EE | $3,492 | $6,799-48.6% | $6,426-45.7% | $5,609-37.7% |
| Admin fee / account holder | $580 | $10,916-94.7% | $9,284-93.8% | $10,827-94.6% |