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 | $43,736 | $138,044-68.3% | $125,339-65.1% | $134,475-67.5% |
| Participation rate | 70.8% | 84.5%-13.7pp | 82.4%-11.5pp | 81.2%-10.4pp |
| Annual return | -10.45% | 750.33%-760.8pp | 572.05%-582.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,242 | $5,243-76.3% | $4,814-74.2% | $4,740-73.8% |
| Participant deferral / active EE | $3,425 | $7,799-56.1% | $7,446-54.0% | $6,400-46.5% |
| Admin fee / account holder | $1,095 | $11,571-90.5% | $10,010-89.1% | $11,426-90.4% |