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 | $29,785 | $138,044-78.4% | $125,339-76.2% | $134,475-77.9% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -12.76% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,189 | $5,243-58.2% | $4,814-54.5% | $4,740-53.8% |
| Participant deferral / active EE | $4,696 | $7,799-39.8% | $7,446-36.9% | $6,400-26.6% |
| Admin fee / account holder | $2,704 | $11,571-76.6% | $10,010-73.0% | $11,426-76.3% |