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 | $74,194 | $138,044-46.3% | $125,339-40.8% | $134,475-44.8% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -17.29% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,725 | $5,243-67.1% | $4,814-64.2% | $4,740-63.6% |
| Participant deferral / active EE | $5,195 | $7,799-33.4% | $7,446-30.2% | $6,400-18.8% |
| Admin fee / account holder | $1,395 | $11,571-87.9% | $10,010-86.1% | $11,426-87.8% |