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 | $31,100 | $180,449-82.8% | $154,107-79.8% | $135,375-77.0% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | -8.04% | 888.09%-896.1pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,393 | $6,035-76.9% | $5,298-73.7% | $4,779-70.8% |
| Participant deferral / active EE | $2,743 | $5,806-52.8% | $5,081-46.0% | $5,609-51.1% |
| Admin fee / account holder | $4,628 | $16,143-71.3% | $13,411-65.5% | $10,827-57.3% |