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 | $20,787 | $138,044-84.9% | $125,339-83.4% | $134,475-84.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -12.40% | 750.33%-762.7pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,911 | $5,243-63.6% | $4,814-60.3% | $4,740-59.7% |
| Participant deferral / active EE | $3,482 | $7,799-55.4% | $7,446-53.2% | $6,400-45.6% |
| Admin fee / account holder | $1,999 | $11,571-82.7% | $10,010-80.0% | $11,426-82.5% |