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 | $39,049 | $180,449-78.4% | $154,107-74.7% | $135,375-71.2% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -7.25% | 888.09%-895.3pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,780 | $6,035-70.5% | $5,298-66.4% | $4,779-62.8% |
| Participant deferral / active EE | $2,419 | $5,806-58.3% | $5,081-52.4% | $5,609-56.9% |
| Admin fee / account holder | $1,794 | $16,143-88.9% | $13,411-86.6% | $10,827-83.4% |