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 | $51,798 | $138,044-62.5% | $125,339-58.7% | $134,475-61.5% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -18.01% | 750.33%-768.3pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,297 | $5,243-56.2% | $4,814-52.3% | $4,740-51.5% |
| Participant deferral / active EE | $6,972 | $7,799-10.6% | $7,446-6.4% | $6,400+8.9% |
| Admin fee / account holder | $1,336 | $11,571-88.5% | $10,010-86.7% | $11,426-88.3% |