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 | $84,558 | $138,044-38.7% | $125,339-32.5% | $134,475-37.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -16.16% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,754 | $5,243-28.4% | $4,814-22.0% | $4,740-20.8% |
| Participant deferral / active EE | $3,883 | $7,799-50.2% | $7,446-47.9% | $6,400-39.3% |
| Admin fee / account holder | $14,466 | $11,571+25.0% | $10,010+44.5% | $11,426+26.6% |