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 | $53,302 | $138,044-61.4% | $125,339-57.5% | $134,475-60.4% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -17.85% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,246 | $5,243-57.2% | $4,814-53.3% | $4,740-52.6% |
| Participant deferral / active EE | $5,198 | $7,799-33.4% | $7,446-30.2% | $6,400-18.8% |
| Admin fee / account holder | $3,269 | $11,571-71.7% | $10,010-67.3% | $11,426-71.4% |