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 | $72,041 | $138,044-47.8% | $125,339-42.5% | $134,475-46.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.74% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,049 | $5,243-60.9% | $4,814-57.4% | $4,740-56.8% |
| Participant deferral / active EE | $3,200 | $7,799-59.0% | $7,446-57.0% | $6,400-50.0% |
| Admin fee / account holder | $7,766 | $11,571-32.9% | $10,010-22.4% | $11,426-32.0% |