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 | $29,378 | $138,065-78.7% | $123,544-76.2% | $135,375-78.3% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -7.99% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,042 | $5,151-40.9% | $4,628-34.3% | $4,779-36.3% |
| Participant deferral / active EE | $5,742 | $6,799-15.6% | $6,426-10.6% | $5,609+2.4% |
| Admin fee / account holder | $5,671 | $10,916-48.0% | $9,284-38.9% | $10,827-47.6% |