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 | $51,871 | $138,044-62.4% | $125,339-58.6% | $134,475-61.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.72% | 750.33%-766.0pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,881 | $5,243-45.1% | $4,814-40.2% | $4,740-39.2% |
| Participant deferral / active EE | $4,777 | $7,799-38.8% | $7,446-35.9% | $6,400-25.4% |
| Admin fee / account holder | $21,994 | $11,571+90.1% | $10,010+119.7% | $11,426+92.5% |