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 | $20,281 | $138,044-85.3% | $125,339-83.8% | $134,475-84.9% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -20.11% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,595 | $5,243-69.6% | $4,814-66.9% | $4,740-66.3% |
| Participant deferral / active EE | $8,304 | $7,799+6.5% | $7,446+11.5% | $6,400+29.8% |
| Admin fee / account holder | $12,435 | $11,571+7.5% | $10,010+24.2% | $11,426+8.8% |