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 | $44,931 | $160,055-71.9% | $140,016-67.9% | $135,375-66.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -5.83% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,983 | $6,420-53.5% | $5,606-46.8% | $4,779-37.6% |
| Participant deferral / active EE | $4,236 | $7,642-44.6% | $6,927-38.8% | $5,609-24.5% |
| Admin fee / account holder | $19,349 | $13,328+45.2% | $10,705+80.7% | $10,827+78.7% |