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 | $29,003 | $180,449-83.9% | $154,107-81.2% | $135,375-78.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -6.26% | 888.09%-894.3pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,572 | $6,035-57.4% | $5,298-51.4% | $4,779-46.2% |
| Participant deferral / active EE | $6,671 | $5,806+14.9% | $5,081+31.3% | $5,609+18.9% |
| Admin fee / account holder | $2,696 | $16,143-83.3% | $13,411-79.9% | $10,827-75.1% |