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 | $34,645 | $138,044-74.9% | $125,339-72.4% | $134,475-74.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.86% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,035 | $5,243-42.1% | $4,814-37.0% | $4,740-36.0% |
| Participant deferral / active EE | $6,200 | $7,799-20.5% | $7,446-16.7% | $6,400-3.1% |
| Admin fee / account holder | $731 | $11,571-93.7% | $10,010-92.7% | $11,426-93.6% |