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 | $67,079 | $190,805-64.8% | $159,960-58.1% | $134,475-50.1% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -14.66% | 552.23%-566.9pp | 408.60%-423.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,011 | $4,995-59.7% | $4,226-52.4% | $4,740-57.6% |
| Participant deferral / active EE | $4,251 | $6,923-38.6% | $6,182-31.2% | $6,400-33.6% |
| Admin fee / account holder | $673 | $10,471-93.6% | $8,698-92.3% | $11,426-94.1% |