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 | $82,014 | $138,044-40.6% | $125,339-34.6% | $134,475-39.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -16.23% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,641 | $5,243-68.7% | $4,814-65.9% | $4,740-65.4% |
| Participant deferral / active EE | $4,718 | $7,799-39.5% | $7,446-36.6% | $6,400-26.3% |
| Admin fee / account holder | $12,958 | $11,571+12.0% | $10,010+29.5% | $11,426+13.4% |