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 | $50,691 | $138,065-63.3% | $123,544-59.0% | $135,375-62.6% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -4.41% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,692 | $5,151-28.3% | $4,628-20.2% | $4,779-22.7% |
| Participant deferral / active EE | $8,272 | $6,799+21.7% | $6,426+28.7% | $5,609+47.5% |
| Admin fee / account holder | $24,502 | $10,916+124.5% | $9,284+163.9% | $10,827+126.3% |