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 | $44,921 | $190,805-76.5% | $159,960-71.9% | $134,475-66.6% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | -12.56% | 552.23%-564.8pp | 408.60%-421.2pp | 417.96%-430.5pp |
| Employer contribution / active EE | $7,724 | $4,995+54.6% | $4,226+82.8% | $4,740+63.0% |
| Participant deferral / active EE | $3,873 | $6,923-44.1% | $6,182-37.4% | $6,400-39.5% |
| Admin fee / account holder | $15,673 | $10,471+49.7% | $8,698+80.2% | $11,426+37.2% |