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 | $51,597 | $138,044-62.6% | $125,339-58.8% | $134,475-61.6% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -20.24% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,671 | $5,243-30.0% | $4,814-23.7% | $4,740-22.6% |
| Participant deferral / active EE | $5,598 | $7,799-28.2% | $7,446-24.8% | $6,400-12.5% |
| Admin fee / account holder | $4,106 | $11,571-64.5% | $10,010-59.0% | $11,426-64.1% |