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 | $60,309 | $180,449-66.6% | $154,107-60.9% | $135,375-55.5% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -6.78% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,502 | $6,035-75.1% | $5,298-71.6% | $4,779-68.6% |
| Participant deferral / active EE | $3,245 | $5,806-44.1% | $5,081-36.1% | $5,609-42.1% |
| Admin fee / account holder | $9,384 | $16,143-41.9% | $13,411-30.0% | $10,827-13.3% |