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 | $54,614 | $138,044-60.4% | $125,339-56.4% | $134,475-59.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.76% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $13,684 | $5,243+161.0% | $4,814+184.3% | $4,740+188.7% |
| Participant deferral / active EE | $39,320 | $7,799+404.2% | $7,446+428.0% | $6,400+514.4% |
| Admin fee / account holder | $20,990 | $11,571+81.4% | $10,010+109.7% | $11,426+83.7% |