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 | $46,072 | $135,635-66.0% | $110,238-58.2% | $135,375-66.0% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -7.87% | 513.19%-521.1pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,282 | $4,906-53.5% | $3,826-40.4% | $4,779-52.2% |
| Participant deferral / active EE | $4,455 | $5,506-19.1% | $4,672-4.6% | $5,609-20.6% |
| Admin fee / account holder | $18,631 | $11,457+62.6% | $8,547+118.0% | $10,827+72.1% |