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 | $82,913 | $138,044-39.9% | $125,339-33.8% | $134,475-38.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.10% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,552 | $5,243-32.3% | $4,814-26.2% | $4,740-25.1% |
| Participant deferral / active EE | $10,135 | $7,799+30.0% | $7,446+36.1% | $6,400+58.4% |
| Admin fee / account holder | $6,819 | $11,571-41.1% | $10,010-31.9% | $11,426-40.3% |