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 | $84,598 | $138,044-38.7% | $125,339-32.5% | $134,475-37.1% |
| Participation rate | 78.3% | 84.5%-6.2pp | 82.4%-4.1pp | 81.2%-3.0pp |
| Annual return | -16.28% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,595 | $5,243-50.5% | $4,814-46.1% | $4,740-45.3% |
| Participant deferral / active EE | $3,631 | $7,799-53.4% | $7,446-51.2% | $6,400-43.3% |
| Admin fee / account holder | $2,399 | $11,571-79.3% | $10,010-76.0% | $11,426-79.0% |