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 | $51,968 | $138,044-62.4% | $125,339-58.5% | $134,475-61.4% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -9.94% | 750.33%-760.3pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,706 | $5,243-48.4% | $4,814-43.8% | $4,740-42.9% |
| Participant deferral / active EE | $6,342 | $7,799-18.7% | $7,446-14.8% | $6,400-0.9% |
| Admin fee / account holder | $14,939 | $11,571+29.1% | $10,010+49.3% | $11,426+30.7% |