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 | $45,901 | $138,044-66.7% | $125,339-63.4% | $134,475-65.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.25% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $978 | $5,243-81.4% | $4,814-79.7% | $4,740-79.4% |
| Participant deferral / active EE | $4,440 | $7,799-43.1% | $7,446-40.4% | $6,400-30.6% |
| Admin fee / account holder | $1,905 | $11,571-83.5% | $10,010-81.0% | $11,426-83.3% |