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 | $41,783 | $180,449-76.8% | $154,107-72.9% | $135,375-69.1% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -4.16% | 888.09%-892.3pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $7,977 | $6,035+32.2% | $5,298+50.6% | $4,779+66.9% |
| Participant deferral / active EE | $3,506 | $5,806-39.6% | $5,081-31.0% | $5,609-37.5% |
| Admin fee / account holder | $25,222 | $16,143+56.2% | $13,411+88.1% | $10,827+133.0% |