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 | $40,516 | $138,044-70.6% | $125,339-67.7% | $134,475-69.9% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -18.06% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,311 | $5,243-36.8% | $4,814-31.2% | $4,740-30.1% |
| Participant deferral / active EE | $5,497 | $7,799-29.5% | $7,446-26.2% | $6,400-14.1% |
| Admin fee / account holder | $1,175 | $11,571-89.8% | $10,010-88.3% | $11,426-89.7% |