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 | $81,379 | $138,044-41.0% | $125,339-35.1% | $134,475-39.5% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -17.91% | 750.33%-768.2pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,036 | $5,243-61.2% | $4,814-57.7% | $4,740-57.0% |
| Participant deferral / active EE | $6,260 | $7,799-19.7% | $7,446-15.9% | $6,400-2.2% |
| Admin fee / account holder | $389 | $11,571-96.6% | $10,010-96.1% | $11,426-96.6% |