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 | $34,496 | $180,449-80.9% | $154,107-77.6% | $135,375-74.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.27% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,014 | $6,035-66.6% | $5,298-62.0% | $4,779-57.9% |
| Participant deferral / active EE | $3,732 | $5,806-35.7% | $5,081-26.5% | $5,609-33.5% |
| Admin fee / account holder | $722 | $16,143-95.5% | $13,411-94.6% | $10,827-93.3% |