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 | $74,695 | $138,044-45.9% | $125,339-40.4% | $134,475-44.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -9.98% | 750.33%-760.3pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,599 | $5,243-69.5% | $4,814-66.8% | $4,740-66.3% |
| Participant deferral / active EE | $2,657 | $7,799-65.9% | $7,446-64.3% | $6,400-58.5% |
| Admin fee / account holder | $54,894 | $11,571+374.4% | $10,010+448.4% | $11,426+380.4% |