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 | $68,876 | $138,044-50.1% | $125,339-45.0% | $134,475-48.8% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -15.87% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,411 | $5,243-15.9% | $4,814-8.4% | $4,740-6.9% |
| Participant deferral / active EE | $6,798 | $7,799-12.8% | $7,446-8.7% | $6,400+6.2% |
| Admin fee / account holder | $8,011 | $11,571-30.8% | $10,010-20.0% | $11,426-29.9% |