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 | $75,617 | $190,805-60.4% | $159,960-52.7% | $134,475-43.8% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -18.45% | 552.23%-570.7pp | 408.60%-427.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,031 | $4,995-59.3% | $4,226-51.9% | $4,740-57.1% |
| Participant deferral / active EE | $4,535 | $6,923-34.5% | $6,182-26.6% | $6,400-29.1% |
| Admin fee / account holder | $3,057 | $10,471-70.8% | $8,698-64.9% | $11,426-73.2% |