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 | $50,958 | $138,044-63.1% | $125,339-59.3% | $134,475-62.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.43% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,890 | $5,243-44.9% | $4,814-40.0% | $4,740-39.0% |
| Participant deferral / active EE | $4,426 | $7,799-43.3% | $7,446-40.6% | $6,400-30.8% |
| Admin fee / account holder | $6,624 | $11,571-42.8% | $10,010-33.8% | $11,426-42.0% |