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 | $108,237 | $138,044-21.6% | $125,339-13.6% | $134,475-19.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.18% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,093 | $5,243-41.0% | $4,814-35.7% | $4,740-34.7% |
| Participant deferral / active EE | $10,617 | $7,799+36.1% | $7,446+42.6% | $6,400+65.9% |
| Admin fee / account holder | $5,022 | $11,571-56.6% | $10,010-49.8% | $11,426-56.0% |