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 | $62,522 | $168,632-62.9% | $147,614-57.6% | $125,391-50.1% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.49% | 77.65%-79.1pp | 61.98%-63.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,940 | $6,252-69.0% | $5,564-65.1% | $4,866-60.1% |
| Participant deferral / active EE | $3,499 | $5,507-36.5% | $4,895-28.5% | $5,352-34.6% |
| Admin fee / account holder | $339 | $13,580-97.5% | $11,611-97.1% | $9,540-96.5% |