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 | $35,446 | $138,044-74.3% | $125,339-71.7% | $134,475-73.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -10.31% | 750.33%-760.6pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,880 | $5,243-64.1% | $4,814-60.9% | $4,740-60.3% |
| Participant deferral / active EE | $4,337 | $7,799-44.4% | $7,446-41.8% | $6,400-32.2% |
| Admin fee / account holder | $62,459 | $11,571+439.8% | $10,010+524.0% | $11,426+446.6% |