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 | $37,554 | $160,055-76.5% | $140,016-73.2% | $135,375-72.3% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | 0.94% | 911.38%-910.4pp | 651.12%-650.2pp | 519.73%-518.8pp |
| Employer contribution / active EE | $1,553 | $6,420-75.8% | $5,606-72.3% | $4,779-67.5% |
| Participant deferral / active EE | $6,633 | $7,642-13.2% | $6,927-4.3% | $5,609+18.3% |
| Admin fee / account holder | $101,141 | $13,328+658.9% | $10,705+844.8% | $10,827+834.2% |