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 | $35,242 | $138,044-74.5% | $125,339-71.9% | $134,475-73.8% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -18.79% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,994 | $5,243-62.0% | $4,814-58.6% | $4,740-57.9% |
| Participant deferral / active EE | $7,620 | $7,799-2.3% | $7,446+2.3% | $6,400+19.1% |
| Admin fee / account holder | $1,573 | $11,571-86.4% | $10,010-84.3% | $11,426-86.2% |