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 | $75,917 | $160,055-52.6% | $140,016-45.8% | $135,375-43.9% |
| Participation rate | 77.3% | 88.5%-11.2pp | 87.5%-10.2pp | 82.6%-5.4pp |
| Annual return | -5.05% | 911.38%-916.4pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,274 | $7,642-17.9% | $6,927-9.4% | $5,609+11.9% |
| Admin fee / account holder | $3,233 | $13,328-75.7% | $10,705-69.8% | $10,827-70.1% |