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 | $28,507 | $138,044-79.3% | $125,339-77.3% | $134,475-78.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.39% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,159 | $5,243-58.8% | $4,814-55.1% | $4,740-54.4% |
| Participant deferral / active EE | $5,364 | $7,799-31.2% | $7,446-28.0% | $6,400-16.2% |
| Admin fee / account holder | $3,543 | $11,571-69.4% | $10,010-64.6% | $11,426-69.0% |