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 | $33,914 | $190,805-82.2% | $159,960-78.8% | $134,475-74.8% |
| Participation rate | 73.7% | 81.9%-8.2pp | 78.0%-4.3pp | 81.2%-7.5pp |
| Annual return | -16.59% | 552.23%-568.8pp | 408.60%-425.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,564 | $4,995-68.7% | $4,226-63.0% | $4,740-67.0% |
| Participant deferral / active EE | $5,993 | $6,923-13.4% | $6,182-3.1% | $6,400-6.4% |
| Admin fee / account holder | $641 | $10,471-93.9% | $8,698-92.6% | $11,426-94.4% |