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 | $60,901 | $138,044-55.9% | $125,339-51.4% | $134,475-54.7% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -19.76% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,485 | $5,243-33.5% | $4,814-27.6% | $4,740-26.5% |
| Participant deferral / active EE | $7,421 | $7,799-4.8% | $7,446-0.3% | $6,400+16.0% |
| Admin fee / account holder | $465 | $11,571-96.0% | $10,010-95.4% | $11,426-95.9% |