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 8-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 | $85,328 | $138,044-38.2% | $125,339-31.9% | $134,475-36.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -2.32% | 750.33%-752.6pp | 572.05%-574.4pp | 417.96%-420.3pp |
| Employer contribution / active EE | $2,095 | $5,243-60.0% | $4,814-56.5% | $4,740-55.8% |
| Participant deferral / active EE | $6,494 | $7,799-16.7% | $7,446-12.8% | $6,400+1.5% |
| Admin fee / account holder | $3,291 | $11,571-71.6% | $10,010-67.1% | $11,426-71.2% |