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 | $80,423 | $138,044-41.7% | $125,339-35.8% | $134,475-40.2% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -19.05% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,549 | $5,243-51.4% | $4,814-47.0% | $4,740-46.2% |
| Participant deferral / active EE | $7,862 | $7,799+0.8% | $7,446+5.6% | $6,400+22.9% |
| Admin fee / account holder | $1,497 | $11,571-87.1% | $10,010-85.0% | $11,426-86.9% |