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 | $86,567 | $138,044-37.3% | $125,339-30.9% | $134,475-35.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.78% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,083 | $5,243-60.3% | $4,814-56.7% | $4,740-56.1% |
| Participant deferral / active EE | $4,507 | $7,799-42.2% | $7,446-39.5% | $6,400-29.6% |
| Admin fee / account holder | $387 | $11,571-96.7% | $10,010-96.1% | $11,426-96.6% |