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 | $55,239 | $190,805-71.0% | $159,960-65.5% | $134,475-58.9% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.36% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,140 | $4,995-57.2% | $4,226-49.4% | $4,740-54.8% |
| Participant deferral / active EE | $4,795 | $6,923-30.7% | $6,182-22.4% | $6,400-25.1% |
| Admin fee / account holder | $2,198 | $10,471-79.0% | $8,698-74.7% | $11,426-80.8% |