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 | $39,440 | $138,044-71.4% | $125,339-68.5% | $134,475-70.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.87% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,356 | $5,243-36.0% | $4,814-30.3% | $4,740-29.2% |
| Participant deferral / active EE | $7,349 | $7,799-5.8% | $7,446-1.3% | $6,400+14.8% |
| Admin fee / account holder | $557 | $11,571-95.2% | $10,010-94.4% | $11,426-95.1% |