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 | $57,213 | $138,044-58.6% | $125,339-54.4% | $134,475-57.5% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -20.05% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,015 | $5,243-42.5% | $4,814-37.4% | $4,740-36.4% |
| Participant deferral / active EE | $5,887 | $7,799-24.5% | $7,446-20.9% | $6,400-8.0% |
| Admin fee / account holder | $2,100 | $11,571-81.9% | $10,010-79.0% | $11,426-81.6% |