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 | $34,762 | $138,044-74.8% | $125,339-72.3% | $134,475-74.1% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -18.49% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,881 | $5,243-64.1% | $4,814-60.9% | $4,740-60.3% |
| Participant deferral / active EE | $4,929 | $7,799-36.8% | $7,446-33.8% | $6,400-23.0% |
| Admin fee / account holder | $1,165 | $11,571-89.9% | $10,010-88.4% | $11,426-89.8% |