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 | $48,625 | $138,044-64.8% | $125,339-61.2% | $134,475-63.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -19.26% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,182 | $5,243-77.5% | $4,814-75.4% | $4,740-75.1% |
| Participant deferral / active EE | $6,564 | $7,799-15.8% | $7,446-11.9% | $6,400+2.6% |
| Admin fee / account holder | $3,318 | $11,571-71.3% | $10,010-66.9% | $11,426-71.0% |