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 | $71,864 | $138,044-47.9% | $125,339-42.7% | $134,475-46.6% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -18.65% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,586 | $5,243-69.7% | $4,814-67.0% | $4,740-66.5% |
| Participant deferral / active EE | $8,059 | $7,799+3.3% | $7,446+8.2% | $6,400+25.9% |
| Admin fee / account holder | $25,755 | $11,571+122.6% | $10,010+157.3% | $11,426+125.4% |