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 | $59,433 | $138,044-56.9% | $125,339-52.6% | $134,475-55.8% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -15.77% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,662 | $5,243-30.2% | $4,814-23.9% | $4,740-22.7% |
| Participant deferral / active EE | $6,825 | $7,799-12.5% | $7,446-8.3% | $6,400+6.6% |
| Admin fee / account holder | $2,399 | $11,571-79.3% | $10,010-76.0% | $11,426-79.0% |