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 | $17,034 | $90,600-81.2% | $79,464-78.6% | $135,375-87.4% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -9.04% | 977.43%-986.5pp | 718.14%-727.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $567 | $3,068-81.5% | $2,800-79.7% | $4,779-88.1% |
| Participant deferral / active EE | $643 | $4,050-84.1% | $3,704-82.7% | $5,609-88.5% |
| Admin fee / account holder | $1,828 | $5,907-69.1% | $5,113-64.2% | $10,827-83.1% |