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 | $61,654 | $138,044-55.3% | $125,339-50.8% | $134,475-54.2% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -13.85% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,047 | $5,243-61.0% | $4,814-57.5% | $4,740-56.8% |
| Participant deferral / active EE | $5,356 | $7,799-31.3% | $7,446-28.1% | $6,400-16.3% |
| Admin fee / account holder | $36,449 | $11,571+215.0% | $10,010+264.1% | $11,426+219.0% |