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 | $64,707 | $168,632-61.6% | $147,614-56.2% | $125,391-48.4% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -0.75% | 77.65%-78.4pp | 61.98%-62.7pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,077 | $6,252-66.8% | $5,564-62.7% | $4,866-57.3% |
| Participant deferral / active EE | $4,021 | $5,507-27.0% | $4,895-17.9% | $5,352-24.9% |
| Admin fee / account holder | $1,035 | $13,580-92.4% | $11,611-91.1% | $9,540-89.2% |