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 | $39,581 | $138,044-71.3% | $125,339-68.4% | $134,475-70.6% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -18.67% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,025 | $5,243-61.4% | $4,814-57.9% | $4,740-57.3% |
| Participant deferral / active EE | $5,567 | $7,799-28.6% | $7,446-25.2% | $6,400-13.0% |
| Admin fee / account holder | $2,126 | $11,571-81.6% | $10,010-78.8% | $11,426-81.4% |