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 | $58,698 | $138,065-57.5% | $123,544-52.5% | $135,375-56.6% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.55% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,362 | $5,151-54.2% | $4,628-49.0% | $4,779-50.6% |
| Participant deferral / active EE | $2,874 | $6,799-57.7% | $6,426-55.3% | $5,609-48.8% |
| Admin fee / account holder | $2,254 | $10,916-79.3% | $9,284-75.7% | $10,827-79.2% |