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 | $23,433 | $138,044-83.0% | $125,339-81.3% | $134,475-82.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.42% | 750.33%-768.7pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,149 | $5,243-78.1% | $4,814-76.1% | $4,740-75.8% |
| Participant deferral / active EE | $4,761 | $7,799-39.0% | $7,446-36.1% | $6,400-25.6% |
| Admin fee / account holder | $428 | $11,571-96.3% | $10,010-95.7% | $11,426-96.3% |