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 | $28,787 | $138,044-79.1% | $125,339-77.0% | $134,475-78.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.35% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,354 | $5,243-55.1% | $4,814-51.1% | $4,740-50.3% |
| Participant deferral / active EE | $10,193 | $7,799+30.7% | $7,446+36.9% | $6,400+59.3% |
| Admin fee / account holder | $35,966 | $11,571+210.8% | $10,010+259.3% | $11,426+214.8% |