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 | $28,029 | $138,044-79.7% | $125,339-77.6% | $134,475-79.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -13.25% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,097 | $5,243-79.1% | $4,814-77.2% | $4,740-76.9% |
| Participant deferral / active EE | $3,051 | $7,799-60.9% | $7,446-59.0% | $6,400-52.3% |
| Admin fee / account holder | $834 | $11,571-92.8% | $10,010-91.7% | $11,426-92.7% |