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 5-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 | $41,181 | $138,044-70.2% | $125,339-67.1% | $134,475-69.4% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -13.54% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,569 | $5,243-70.1% | $4,814-67.4% | $4,740-66.9% |
| Participant deferral / active EE | $3,641 | $7,799-53.3% | $7,446-51.1% | $6,400-43.1% |
| Admin fee / account holder | $395 | $11,571-96.6% | $10,010-96.1% | $11,426-96.5% |