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 | $55,299 | $180,449-69.4% | $154,107-64.1% | $135,375-59.2% |
| Participation rate | 77.3% | 87.4%-10.2pp | 83.0%-5.8pp | 82.6%-5.4pp |
| Annual return | -6.27% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,023 | $6,035-49.9% | $5,298-42.9% | $4,779-36.8% |
| Participant deferral / active EE | $3,099 | $5,806-46.6% | $5,081-39.0% | $5,609-44.8% |
| Admin fee / account holder | $330 | $16,143-98.0% | $13,411-97.5% | $10,827-97.0% |