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 | $46,840 | $138,044-66.1% | $125,339-62.6% | $134,475-65.2% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -15.25% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,781 | $5,243-47.0% | $4,814-42.2% | $4,740-41.3% |
| Participant deferral / active EE | $5,533 | $7,799-29.1% | $7,446-25.7% | $6,400-13.5% |
| Admin fee / account holder | $376 | $11,571-96.7% | $10,010-96.2% | $11,426-96.7% |