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 | $59,709 | $160,055-62.7% | $140,016-57.4% | $135,375-55.9% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.5%-14.2pp | 82.6%-9.3pp |
| Annual return | -7.52% | 911.38%-918.9pp | 651.12%-658.6pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,503 | $6,420-76.6% | $5,606-73.2% | $4,779-68.5% |
| Participant deferral / active EE | $4,726 | $7,642-38.2% | $6,927-31.8% | $5,609-15.7% |
| Admin fee / account holder | $2,626 | $13,328-80.3% | $10,705-75.5% | $10,827-75.7% |