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 | $56,547 | $138,065-59.0% | $123,544-54.2% | $135,375-58.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.73% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,866 | $5,151-63.8% | $4,628-59.7% | $4,779-60.9% |
| Participant deferral / active EE | $2,362 | $6,799-65.3% | $6,426-63.2% | $5,609-57.9% |
| Admin fee / account holder | $685 | $10,916-93.7% | $9,284-92.6% | $10,827-93.7% |