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 | $69,400 | $138,044-49.7% | $125,339-44.6% | $134,475-48.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.90% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,120 | $5,243-40.5% | $4,814-35.2% | $4,740-34.2% |
| Participant deferral / active EE | $9,277 | $7,799+19.0% | $7,446+24.6% | $6,400+45.0% |
| Admin fee / account holder | $6,073 | $11,571-47.5% | $10,010-39.3% | $11,426-46.8% |