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 | $40,674 | $138,044-70.5% | $125,339-67.5% | $134,475-69.8% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -19.96% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,144 | $5,243-59.1% | $4,814-55.5% | $4,740-54.8% |
| Participant deferral / active EE | $3,332 | $7,799-57.3% | $7,446-55.2% | $6,400-47.9% |
| Admin fee / account holder | $5,859 | $11,571-49.4% | $10,010-41.5% | $11,426-48.7% |