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 | $65,061 | $135,635-52.0% | $110,238-41.0% | $135,375-51.9% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -6.40% | 513.19%-519.6pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,256 | $4,906-74.4% | $3,826-67.2% | $4,779-73.7% |
| Participant deferral / active EE | $1,708 | $5,506-69.0% | $4,672-63.4% | $5,609-69.5% |
| Admin fee / account holder | $899 | $11,457-92.2% | $8,547-89.5% | $10,827-91.7% |