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 | $19,763 | $44,850-55.9% | $60,547-67.4% | $59,632-66.9% |
| Participation rate | 96.6% | 59.5%+37.2pp | 68.0%+28.7pp | 68.7%+28.0pp |
| Annual return | -0.57% | 1074.14%-1074.7pp | 335.64%-336.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,213 | $1,462+51.4% | $2,419-8.5% | $2,203+0.4% |
| Participant deferral / active EE | $5,068 | $2,230+127.3% | $3,328+52.3% | $3,192+58.8% |
| Admin fee / account holder | $2,544 | $3,635-30.0% | $4,536-43.9% | $4,297-40.8% |