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 | $38,446 | $190,805-79.9% | $159,960-76.0% | $134,475-71.4% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -16.00% | 552.23%-568.2pp | 408.60%-424.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,339 | $4,995-73.2% | $4,226-68.3% | $4,740-71.7% |
| Participant deferral / active EE | $2,952 | $6,923-57.4% | $6,182-52.3% | $6,400-53.9% |
| Admin fee / account holder | $3,104 | $10,471-70.4% | $8,698-64.3% | $11,426-72.8% |