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 | $18,429 | $138,044-86.6% | $125,339-85.3% | $134,475-86.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.33% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $6,240 | $5,243+19.0% | $4,814+29.6% | $4,740+31.6% |
| Participant deferral / active EE | $6,990 | $7,799-10.4% | $7,446-6.1% | $6,400+9.2% |
| Admin fee / account holder | $18,314 | $11,571+58.3% | $10,010+83.0% | $11,426+60.3% |