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 | $74,247 | $180,449-58.9% | $154,107-51.8% | $135,375-45.2% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -5.53% | 888.09%-893.6pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,427 | $6,035-76.4% | $5,298-73.1% | $4,779-70.1% |
| Participant deferral / active EE | $4,282 | $5,806-26.3% | $5,081-15.7% | $5,609-23.7% |
| Admin fee / account holder | $623 | $16,143-96.1% | $13,411-95.4% | $10,827-94.2% |