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 | $115,433 | $138,044-16.4% | $125,339-7.9% | $134,475-14.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.24% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,920 | $5,243-44.3% | $4,814-39.3% | $4,740-38.4% |
| Participant deferral / active EE | $6,689 | $7,799-14.2% | $7,446-10.2% | $6,400+4.5% |
| Admin fee / account holder | $4,180 | $11,571-63.9% | $10,010-58.2% | $11,426-63.4% |