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 | $83,158 | $138,044-39.8% | $125,339-33.7% | $134,475-38.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.23% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,923 | $5,243-63.3% | $4,814-60.1% | $4,740-59.4% |
| Participant deferral / active EE | $5,212 | $7,799-33.2% | $7,446-30.0% | $6,400-18.6% |
| Admin fee / account holder | $3,369 | $11,571-70.9% | $10,010-66.3% | $11,426-70.5% |