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 | $52,280 | $190,805-72.6% | $159,960-67.3% | $134,475-61.1% |
| Participation rate | 70.0% | 81.9%-11.9pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -17.48% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,334 | $4,995-73.3% | $4,226-68.4% | $4,740-71.9% |
| Participant deferral / active EE | $3,655 | $6,923-47.2% | $6,182-40.9% | $6,400-42.9% |
| Admin fee / account holder | $334 | $10,471-96.8% | $8,698-96.2% | $11,426-97.1% |