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 | $64,369 | $138,065-53.4% | $123,544-47.9% | $135,375-52.5% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -8.39% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,775 | $5,151-46.1% | $4,628-40.0% | $4,779-41.9% |
| Participant deferral / active EE | $8,671 | $6,799+27.5% | $6,426+34.9% | $5,609+54.6% |
| Admin fee / account holder | $4,566 | $10,916-58.2% | $9,284-50.8% | $10,827-57.8% |