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 | $33,928 | $138,065-75.4% | $123,544-72.5% | $135,375-74.9% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | 0.98% | 153.68%-152.7pp | 119.20%-118.2pp | 519.73%-518.8pp |
| Employer contribution / active EE | $2,012 | $5,151-60.9% | $4,628-56.5% | $4,779-57.9% |
| Participant deferral / active EE | $5,495 | $6,799-19.2% | $6,426-14.5% | $5,609-2.0% |
| Admin fee / account holder | $14,748 | $10,916+35.1% | $9,284+58.9% | $10,827+36.2% |