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 | $60,245 | $138,044-56.4% | $125,339-51.9% | $134,475-55.2% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -20.60% | 750.33%-770.9pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,040 | $5,243-61.1% | $4,814-57.6% | $4,740-56.9% |
| Participant deferral / active EE | $5,675 | $7,799-27.2% | $7,446-23.8% | $6,400-11.3% |
| Admin fee / account holder | $1,793 | $11,571-84.5% | $10,010-82.1% | $11,426-84.3% |