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 | $30,594 | $138,044-77.8% | $125,339-75.6% | $134,475-77.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -12.73% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,957 | $5,243-43.6% | $4,814-38.6% | $4,740-37.6% |
| Participant deferral / active EE | $3,103 | $7,799-60.2% | $7,446-58.3% | $6,400-51.5% |
| Admin fee / account holder | $7,835 | $11,571-32.3% | $10,010-21.7% | $11,426-31.4% |