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 | $53,896 | $138,044-61.0% | $125,339-57.0% | $134,475-59.9% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.76% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,149 | $5,243-59.0% | $4,814-55.4% | $4,740-54.7% |
| Participant deferral / active EE | $4,927 | $7,799-36.8% | $7,446-33.8% | $6,400-23.0% |
| Admin fee / account holder | $384 | $11,571-96.7% | $10,010-96.2% | $11,426-96.6% |