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 | $63,037 | $168,632-62.6% | $147,614-57.3% | $125,391-49.7% |
| Participation rate | 94.4% | 88.8%+5.7pp | 84.6%+9.8pp | 83.2%+11.3pp |
| Annual return | -2.61% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $2,095 | $6,252-66.5% | $5,564-62.4% | $4,866-56.9% |
| Participant deferral / active EE | $4,122 | $5,507-25.2% | $4,895-15.8% | $5,352-23.0% |
| Admin fee / account holder | $1,199 | $13,580-91.2% | $11,611-89.7% | $9,540-87.4% |