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 | $108,000 | $190,805-43.4% | $159,960-32.5% | $134,475-19.7% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -16.13% | 552.23%-568.4pp | 408.60%-424.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,219 | $4,995-55.6% | $4,226-47.5% | $4,740-53.2% |
| Participant deferral / active EE | $3,088 | $6,923-55.4% | $6,182-50.1% | $6,400-51.8% |
| Admin fee / account holder | $14,286 | $10,471+36.4% | $8,698+64.2% | $11,426+25.0% |