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 | $33,868 | $135,635-75.0% | $110,238-69.3% | $135,375-75.0% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -4.34% | 513.19%-517.5pp | 314.74%-319.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,963 | $4,906-60.0% | $3,826-48.7% | $4,779-58.9% |
| Participant deferral / active EE | $2,966 | $5,506-46.1% | $4,672-36.5% | $5,609-47.1% |
| Admin fee / account holder | $16,537 | $11,457+44.3% | $8,547+93.5% | $10,827+52.7% |