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 | $34,507 | $138,044-75.0% | $125,339-72.5% | $134,475-74.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.89% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,841 | $5,243-64.9% | $4,814-61.8% | $4,740-61.2% |
| Participant deferral / active EE | $3,721 | $7,799-52.3% | $7,446-50.0% | $6,400-41.9% |
| Admin fee / account holder | $1,124 | $11,571-90.3% | $10,010-88.8% | $11,426-90.2% |