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 | $45,402 | $190,805-76.2% | $159,960-71.6% | $134,475-66.2% |
| Participation rate | 73.9% | 81.9%-8.0pp | 78.0%-4.0pp | 81.2%-7.3pp |
| Annual return | -14.10% | 552.23%-566.3pp | 408.60%-422.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,672 | $4,995-46.5% | $4,226-36.8% | $4,740-43.6% |
| Participant deferral / active EE | $4,282 | $6,923-38.2% | $6,182-30.7% | $6,400-33.1% |
| Admin fee / account holder | $2,662 | $10,471-74.6% | $8,698-69.4% | $11,426-76.7% |