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 | $58,029 | $138,044-58.0% | $125,339-53.7% | $134,475-56.8% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -17.29% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,504 | $5,243-71.3% | $4,814-68.8% | $4,740-68.3% |
| Participant deferral / active EE | $6,243 | $7,799-19.9% | $7,446-16.2% | $6,400-2.4% |
| Admin fee / account holder | $7,728 | $11,571-33.2% | $10,010-22.8% | $11,426-32.4% |