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 | $42,951 | $180,449-76.2% | $154,107-72.1% | $135,375-68.3% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -5.82% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,692 | $6,035-72.0% | $5,298-68.1% | $4,779-64.6% |
| Participant deferral / active EE | $3,852 | $5,806-33.7% | $5,081-24.2% | $5,609-31.3% |
| Admin fee / account holder | $2,861 | $16,143-82.3% | $13,411-78.7% | $10,827-73.6% |