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 9-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 | $58,201 | $138,044-57.8% | $125,339-53.6% | $134,475-56.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.17% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,352 | $5,243-55.1% | $4,814-51.1% | $4,740-50.4% |
| Participant deferral / active EE | $6,589 | $7,799-15.5% | $7,446-11.5% | $6,400+3.0% |
| Admin fee / account holder | $1,754 | $11,571-84.8% | $10,010-82.5% | $11,426-84.6% |