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 | $69,288 | $138,044-49.8% | $125,339-44.7% | $134,475-48.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.90% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $10,062 | $5,243+91.9% | $4,814+109.0% | $4,740+112.3% |
| Participant deferral / active EE | $8,834 | $7,799+13.3% | $7,446+18.6% | $6,400+38.0% |
| Admin fee / account holder | $5,605 | $11,571-51.6% | $10,010-44.0% | $11,426-50.9% |