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 | $22,445 | $138,044-83.7% | $125,339-82.1% | $134,475-83.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -14.96% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,779 | $5,243-66.1% | $4,814-63.0% | $4,740-62.5% |
| Participant deferral / active EE | $5,624 | $7,799-27.9% | $7,446-24.5% | $6,400-12.1% |
| Admin fee / account holder | $18,197 | $11,571+57.3% | $10,010+81.8% | $11,426+59.3% |