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 | $76,562 | $180,449-57.6% | $154,107-50.3% | $135,375-43.4% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -7.94% | 888.09%-896.0pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,665 | $6,035-72.4% | $5,298-68.6% | $4,779-65.2% |
| Participant deferral / active EE | $3,496 | $5,806-39.8% | $5,081-31.2% | $5,609-37.7% |
| Admin fee / account holder | $645 | $16,143-96.0% | $13,411-95.2% | $10,827-94.0% |