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 | $48,326 | $138,044-65.0% | $125,339-61.4% | $134,475-64.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.40% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,659 | $5,243-68.4% | $4,814-65.5% | $4,740-65.0% |
| Participant deferral / active EE | $4,932 | $7,799-36.8% | $7,446-33.8% | $6,400-22.9% |
| Admin fee / account holder | $336 | $11,571-97.1% | $10,010-96.6% | $11,426-97.1% |