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 | $39,522 | $138,044-71.4% | $125,339-68.5% | $134,475-70.6% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -10.74% | 750.33%-761.1pp | 572.05%-582.8pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,822 | $5,243-65.2% | $4,814-62.1% | $4,740-61.6% |
| Participant deferral / active EE | $2,613 | $7,799-66.5% | $7,446-64.9% | $6,400-59.2% |
| Admin fee / account holder | $322 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |