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 | $56,268 | $138,044-59.2% | $125,339-55.1% | $134,475-58.2% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -18.45% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,491 | $5,243-52.5% | $4,814-48.2% | $4,740-47.4% |
| Participant deferral / active EE | $6,519 | $7,799-16.4% | $7,446-12.5% | $6,400+1.9% |
| Admin fee / account holder | $488 | $11,571-95.8% | $10,010-95.1% | $11,426-95.7% |