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 | $68,083 | $160,055-57.5% | $140,016-51.4% | $135,375-49.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -8.41% | 911.38%-919.8pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,567 | $6,420-75.6% | $5,606-72.1% | $4,779-67.2% |
| Participant deferral / active EE | $4,490 | $7,642-41.2% | $6,927-35.2% | $5,609-19.9% |
| Admin fee / account holder | $672 | $13,328-95.0% | $10,705-93.7% | $10,827-93.8% |