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 | $71,046 | $138,044-48.5% | $125,339-43.3% | $134,475-47.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -14.35% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,840 | $5,243-64.9% | $4,814-61.8% | $4,740-61.2% |
| Participant deferral / active EE | $2,710 | $7,799-65.3% | $7,446-63.6% | $6,400-57.7% |
| Admin fee / account holder | $850 | $11,571-92.7% | $10,010-91.5% | $11,426-92.6% |