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 | $38,958 | $190,805-79.6% | $159,960-75.6% | $134,475-71.0% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -9.84% | 552.23%-562.1pp | 408.60%-418.4pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,261 | $4,995-74.8% | $4,226-70.2% | $4,740-73.4% |
| Participant deferral / active EE | $1,716 | $6,923-75.2% | $6,182-72.2% | $6,400-73.2% |
| Admin fee / account holder | $536 | $10,471-94.9% | $8,698-93.8% | $11,426-95.3% |