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 | $45,179 | $138,044-67.3% | $125,339-64.0% | $134,475-66.4% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -16.65% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,634 | $5,243-49.8% | $4,814-45.3% | $4,740-44.4% |
| Participant deferral / active EE | $6,012 | $7,799-22.9% | $7,446-19.3% | $6,400-6.1% |
| Admin fee / account holder | $4,757 | $11,571-58.9% | $10,010-52.5% | $11,426-58.4% |