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 | $44,491 | $138,044-67.8% | $125,339-64.5% | $134,475-66.9% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -19.95% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,146 | $5,243-59.1% | $4,814-55.4% | $4,740-54.7% |
| Participant deferral / active EE | $5,346 | $7,799-31.4% | $7,446-28.2% | $6,400-16.5% |
| Admin fee / account holder | $1,816 | $11,571-84.3% | $10,010-81.9% | $11,426-84.1% |