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 | $60,243 | $138,044-56.4% | $125,339-51.9% | $134,475-55.2% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -14.65% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,294 | $5,243-56.3% | $4,814-52.3% | $4,740-51.6% |
| Participant deferral / active EE | $2,783 | $7,799-64.3% | $7,446-62.6% | $6,400-56.5% |
| Admin fee / account holder | $3,183 | $11,571-72.5% | $10,010-68.2% | $11,426-72.1% |