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 | $76,595 | $180,449-57.6% | $154,107-50.3% | $135,375-43.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -5.75% | 888.09%-893.8pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,204 | $6,035-63.5% | $5,298-58.4% | $4,779-53.9% |
| Participant deferral / active EE | $3,214 | $5,806-44.6% | $5,081-36.7% | $5,609-42.7% |
| Admin fee / account holder | $1,193 | $16,143-92.6% | $13,411-91.1% | $10,827-89.0% |