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 | $35,964 | $160,055-77.5% | $140,016-74.3% | $135,375-73.4% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.5%-11.0pp | 82.6%-6.2pp |
| Annual return | -2.47% | 911.38%-913.9pp | 651.12%-653.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,869 | $6,420-70.9% | $5,606-66.7% | $4,779-60.9% |
| Participant deferral / active EE | $2,999 | $7,642-60.8% | $6,927-56.7% | $5,609-46.5% |
| Admin fee / account holder | $2,220 | $13,328-83.3% | $10,705-79.3% | $10,827-79.5% |