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 | $59,038 | $138,044-57.2% | $125,339-52.9% | $134,475-56.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.26% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,785 | $5,243-46.9% | $4,814-42.1% | $4,740-41.2% |
| Participant deferral / active EE | $7,154 | $7,799-8.3% | $7,446-3.9% | $6,400+11.8% |
| Admin fee / account holder | $791 | $11,571-93.2% | $10,010-92.1% | $11,426-93.1% |