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 | $80,161 | $138,044-41.9% | $125,339-36.0% | $134,475-40.4% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -10.98% | 750.33%-761.3pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $4,484 | $5,243-14.5% | $4,814-6.8% | $4,740-5.4% |
| Participant deferral / active EE | $5,986 | $7,799-23.2% | $7,446-19.6% | $6,400-6.5% |
| Admin fee / account holder | $1,161 | $11,571-90.0% | $10,010-88.4% | $11,426-89.8% |