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 | $36,512 | $138,065-73.6% | $123,544-70.4% | $135,375-73.0% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -6.82% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,217 | $5,151-76.4% | $4,628-73.7% | $4,779-74.5% |
| Participant deferral / active EE | $2,433 | $6,799-64.2% | $6,426-62.1% | $5,609-56.6% |
| Admin fee / account holder | $1,654 | $10,916-84.8% | $9,284-82.2% | $10,827-84.7% |