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 | $143,628 | $180,449-20.4% | $154,107-6.8% | $135,375+6.1% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -5.90% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,351 | $6,035-77.6% | $5,298-74.5% | $4,779-71.7% |
| Participant deferral / active EE | $4,004 | $5,806-31.0% | $5,081-21.2% | $5,609-28.6% |
| Admin fee / account holder | $4,547 | $16,143-71.8% | $13,411-66.1% | $10,827-58.0% |