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 | $118,208 | $138,044-14.4% | $125,339-5.7% | $134,475-12.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -15.77% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,244 | $5,243-57.2% | $4,814-53.4% | $4,740-52.7% |
| Participant deferral / active EE | $5,497 | $7,799-29.5% | $7,446-26.2% | $6,400-14.1% |
| Admin fee / account holder | $6,946 | $11,571-40.0% | $10,010-30.6% | $11,426-39.2% |