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 | $118,960 | $160,055-25.7% | $140,016-15.0% | $135,375-12.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -2.05% | 911.38%-913.4pp | 651.12%-653.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,544 | $6,420-76.0% | $5,606-72.5% | $4,779-67.7% |
| Participant deferral / active EE | $5,503 | $7,642-28.0% | $6,927-20.6% | $5,609-1.9% |
| Admin fee / account holder | $4,408 | $13,328-66.9% | $10,705-58.8% | $10,827-59.3% |