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 | $91,834 | $138,044-33.5% | $125,339-26.7% | $134,475-31.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.61% | 750.33%-761.9pp | 572.05%-583.7pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,046 | $5,243-61.0% | $4,814-57.5% | $4,740-56.8% |
| Participant deferral / active EE | $6,194 | $7,799-20.6% | $7,446-16.8% | $6,400-3.2% |
| Admin fee / account holder | $1,773 | $11,571-84.7% | $10,010-82.3% | $11,426-84.5% |