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 | $35,092 | $138,044-74.6% | $125,339-72.0% | $134,475-73.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -17.93% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $6,867 | $5,243+31.0% | $4,814+42.7% | $4,740+44.9% |
| Participant deferral / active EE | $9,445 | $7,799+21.1% | $7,446+26.8% | $6,400+47.6% |
| Admin fee / account holder | $2,831 | $11,571-75.5% | $10,010-71.7% | $11,426-75.2% |