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 | $130,087 | $180,449-27.9% | $154,107-15.6% | $135,375-3.9% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -6.35% | 888.09%-894.4pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,343 | $6,035-77.7% | $5,298-74.6% | $4,779-71.9% |
| Participant deferral / active EE | $2,594 | $5,806-55.3% | $5,081-48.9% | $5,609-53.8% |
| Admin fee / account holder | $4,106 | $16,143-74.6% | $13,411-69.4% | $10,827-62.1% |