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 | $34,598 | $138,065-74.9% | $123,544-72.0% | $135,375-74.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.09% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,627 | $5,151-68.4% | $4,628-64.8% | $4,779-65.9% |
| Participant deferral / active EE | $3,173 | $6,799-53.3% | $6,426-50.6% | $5,609-43.4% |
| Admin fee / account holder | $888 | $10,916-91.9% | $9,284-90.4% | $10,827-91.8% |