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 | $34,580 | $190,805-81.9% | $159,960-78.4% | $134,475-74.3% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -19.33% | 552.23%-571.6pp | 408.60%-427.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,299 | $4,995-74.0% | $4,226-69.3% | $4,740-72.6% |
| Participant deferral / active EE | $3,313 | $6,923-52.1% | $6,182-46.4% | $6,400-48.2% |
| Admin fee / account holder | $1,682 | $10,471-83.9% | $8,698-80.7% | $11,426-85.3% |