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 | $57,109 | $138,044-58.6% | $125,339-54.4% | $134,475-57.5% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -18.22% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,351 | $5,243-55.2% | $4,814-51.2% | $4,740-50.4% |
| Participant deferral / active EE | $4,891 | $7,799-37.3% | $7,446-34.3% | $6,400-23.6% |
| Admin fee / account holder | $1,046 | $11,571-91.0% | $10,010-89.5% | $11,426-90.8% |