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 | $34,758 | $138,065-74.8% | $123,544-71.9% | $135,375-74.3% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -7.28% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,819 | $5,151-45.3% | $4,628-39.1% | $4,779-41.0% |
| Participant deferral / active EE | $5,647 | $6,799-16.9% | $6,426-12.1% | $5,609+0.7% |
| Admin fee / account holder | $3,656 | $10,916-66.5% | $9,284-60.6% | $10,827-66.2% |