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 | $45,283 | $180,449-74.9% | $154,107-70.6% | $135,375-66.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -1.83% | 888.09%-889.9pp | 735.12%-736.9pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,251 | $6,035-62.7% | $5,298-57.5% | $4,779-52.9% |
| Participant deferral / active EE | $3,293 | $5,806-43.3% | $5,081-35.2% | $5,609-41.3% |
| Admin fee / account holder | $11,762 | $16,143-27.1% | $13,411-12.3% | $10,827+8.6% |