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 | $30,033 | $138,065-78.2% | $123,544-75.7% | $135,375-77.8% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.34% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,206 | $5,151-37.8% | $4,628-30.7% | $4,779-32.9% |
| Participant deferral / active EE | $5,803 | $6,799-14.6% | $6,426-9.7% | $5,609+3.5% |
| Admin fee / account holder | $4,002 | $10,916-63.3% | $9,284-56.9% | $10,827-63.0% |