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 | $38,106 | $138,065-72.4% | $123,544-69.2% | $135,375-71.9% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.00% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,539 | $5,151-50.7% | $4,628-45.1% | $4,779-46.9% |
| Participant deferral / active EE | $3,846 | $6,799-43.4% | $6,426-40.2% | $5,609-31.4% |
| Admin fee / account holder | $4,440 | $10,916-59.3% | $9,284-52.2% | $10,827-59.0% |