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 | $97,590 | $138,044-29.3% | $125,339-22.1% | $134,475-27.4% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -17.71% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,550 | $5,243-70.4% | $4,814-67.8% | $4,740-67.3% |
| Participant deferral / active EE | $5,428 | $7,799-30.4% | $7,446-27.1% | $6,400-15.2% |
| Admin fee / account holder | $7,021 | $11,571-39.3% | $10,010-29.9% | $11,426-38.5% |