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 | $80,780 | $138,044-41.5% | $125,339-35.6% | $134,475-39.9% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -20.24% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,789 | $5,243-65.9% | $4,814-62.8% | $4,740-62.3% |
| Participant deferral / active EE | $2,969 | $7,799-61.9% | $7,446-60.1% | $6,400-53.6% |
| Admin fee / account holder | $616 | $11,571-94.7% | $10,010-93.8% | $11,426-94.6% |