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 | $30,563 | $180,449-83.1% | $154,107-80.2% | $135,375-77.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -2.37% | 888.09%-890.5pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,912 | $6,035-51.7% | $5,298-45.0% | $4,779-39.1% |
| Participant deferral / active EE | $6,441 | $5,806+10.9% | $5,081+26.8% | $5,609+14.8% |
| Admin fee / account holder | $7,700 | $16,143-52.3% | $13,411-42.6% | $10,827-28.9% |