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 | $63,426 | $138,044-54.1% | $125,339-49.4% | $134,475-52.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.86% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,166 | $5,243-39.6% | $4,814-34.2% | $4,740-33.2% |
| Participant deferral / active EE | $3,495 | $7,799-55.2% | $7,446-53.1% | $6,400-45.4% |
| Admin fee / account holder | $659 | $11,571-94.3% | $10,010-93.4% | $11,426-94.2% |