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 | $49,406 | $190,805-74.1% | $159,960-69.1% | $134,475-63.3% |
| Participation rate | 70.0% | 81.9%-11.9pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -15.05% | 552.23%-567.3pp | 408.60%-423.7pp | 417.96%-433.0pp |
| Employer contribution / active EE | $980 | $4,995-80.4% | $4,226-76.8% | $4,740-79.3% |
| Participant deferral / active EE | $1,944 | $6,923-71.9% | $6,182-68.6% | $6,400-69.6% |
| Admin fee / account holder | $7,277 | $10,471-30.5% | $8,698-16.3% | $11,426-36.3% |