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 | $21,213 | $138,065-84.6% | $123,544-82.8% | $135,375-84.3% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | -6.10% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $988 | $5,151-80.8% | $4,628-78.7% | $4,779-79.3% |
| Participant deferral / active EE | $3,621 | $6,799-46.7% | $6,426-43.6% | $5,609-35.4% |
| Admin fee / account holder | $451 | $10,916-95.9% | $9,284-95.1% | $10,827-95.8% |