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 | $35,809 | $138,065-74.1% | $123,544-71.0% | $135,375-73.5% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.40% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,665 | $5,151-67.7% | $4,628-64.0% | $4,779-65.2% |
| Participant deferral / active EE | $3,725 | $6,799-45.2% | $6,426-42.0% | $5,609-33.6% |
| Admin fee / account holder | $748 | $10,916-93.1% | $9,284-91.9% | $10,827-93.1% |