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 | $48,023 | $138,044-65.2% | $125,339-61.7% | $134,475-64.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.97% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,478 | $5,243-71.8% | $4,814-69.3% | $4,740-68.8% |
| Participant deferral / active EE | $5,759 | $7,799-26.2% | $7,446-22.7% | $6,400-10.0% |
| Admin fee / account holder | $901 | $11,571-92.2% | $10,010-91.0% | $11,426-92.1% |