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 | $37,042 | $180,449-79.5% | $154,107-76.0% | $135,375-72.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.33% | 888.09%-894.4pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,576 | $6,035-57.3% | $5,298-51.4% | $4,779-46.1% |
| Participant deferral / active EE | $5,507 | $5,806-5.2% | $5,081+8.4% | $5,609-1.8% |
| Admin fee / account holder | $6,068 | $16,143-62.4% | $13,411-54.8% | $10,827-44.0% |