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 | $47,762 | $138,044-65.4% | $125,339-61.9% | $134,475-64.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.12% | 750.33%-763.4pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,923 | $5,243-63.3% | $4,814-60.0% | $4,740-59.4% |
| Participant deferral / active EE | $4,428 | $7,799-43.2% | $7,446-40.5% | $6,400-30.8% |
| Admin fee / account holder | $3,353 | $11,571-71.0% | $10,010-66.5% | $11,426-70.7% |