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 | $36,955 | $138,044-73.2% | $125,339-70.5% | $134,475-72.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.82% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,312 | $5,243-36.8% | $4,814-31.2% | $4,740-30.1% |
| Participant deferral / active EE | $9,402 | $7,799+20.6% | $7,446+26.3% | $6,400+46.9% |
| Admin fee / account holder | $4,135 | $11,571-64.3% | $10,010-58.7% | $11,426-63.8% |