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 | $200,737 | $180,449+11.2% | $154,107+30.3% | $135,375+48.3% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -7.26% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,296 | $6,035-78.5% | $5,298-75.5% | $4,779-72.9% |
| Participant deferral / active EE | $3,439 | $5,806-40.8% | $5,081-32.3% | $5,609-38.7% |
| Admin fee / account holder | $2,600 | $16,143-83.9% | $13,411-80.6% | $10,827-76.0% |