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 | $57,365 | $160,055-64.2% | $140,016-59.0% | $135,375-57.6% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -7.73% | 911.38%-919.1pp | 651.12%-658.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,655 | $6,420-74.2% | $5,606-70.5% | $4,779-65.4% |
| Participant deferral / active EE | $3,261 | $7,642-57.3% | $6,927-52.9% | $5,609-41.9% |
| Admin fee / account holder | $472 | $13,328-96.5% | $10,705-95.6% | $10,827-95.6% |