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 | $77,408 | $138,044-43.9% | $125,339-38.2% | $134,475-42.4% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-3.9pp |
| Annual return | -14.15% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,282 | $5,243-37.4% | $4,814-31.8% | $4,740-30.8% |
| Participant deferral / active EE | $6,945 | $7,799-11.0% | $7,446-6.7% | $6,400+8.5% |
| Admin fee / account holder | $490 | $11,571-95.8% | $10,010-95.1% | $11,426-95.7% |