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 | $44,307 | $138,065-67.9% | $123,544-64.1% | $135,375-67.3% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -4.81% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,076 | $5,151-59.7% | $4,628-55.1% | $4,779-56.5% |
| Participant deferral / active EE | $3,693 | $6,799-45.7% | $6,426-42.5% | $5,609-34.2% |
| Admin fee / account holder | $7,370 | $10,916-32.5% | $9,284-20.6% | $10,827-31.9% |