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 | $58,239 | $138,044-57.8% | $125,339-53.5% | $134,475-56.7% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-3.9pp |
| Annual return | -12.51% | 750.33%-762.8pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $3,204 | $5,243-38.9% | $4,814-33.4% | $4,740-32.4% |
| Participant deferral / active EE | $6,565 | $7,799-15.8% | $7,446-11.8% | $6,400+2.6% |
| Admin fee / account holder | $9,523 | $11,571-17.7% | $10,010-4.9% | $11,426-16.7% |