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 | $41,511 | $138,044-69.9% | $125,339-66.9% | $134,475-69.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.65% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,750 | $5,243-66.6% | $4,814-63.6% | $4,740-63.1% |
| Participant deferral / active EE | $5,476 | $7,799-29.8% | $7,446-26.5% | $6,400-14.4% |
| Admin fee / account holder | $17,044 | $11,571+47.3% | $10,010+70.3% | $11,426+49.2% |