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 | $120,018 | $92,703+29.5% | $82,719+45.1% | $134,475-10.8% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -7.89% | 944.92%-952.8pp | 701.18%-709.1pp | 417.96%-425.9pp |
| Employer contribution / active EE | $1,816 | $3,274-44.5% | $3,009-39.7% | $4,740-61.7% |
| Participant deferral / active EE | $2,470 | $4,802-48.6% | $4,395-43.8% | $6,400-61.4% |
| Admin fee / account holder | $2,694 | $5,983-55.0% | $5,329-49.4% | $11,426-76.4% |