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 | $61,694 | $138,044-55.3% | $125,339-50.8% | $134,475-54.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.50% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,823 | $5,243-65.2% | $4,814-62.1% | $4,740-61.5% |
| Participant deferral / active EE | $11,344 | $7,799+45.5% | $7,446+52.3% | $6,400+77.3% |
| Admin fee / account holder | $355 | $11,571-96.9% | $10,010-96.5% | $11,426-96.9% |