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 | $42,245 | $138,044-69.4% | $125,339-66.3% | $134,475-68.6% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -16.99% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $5,823 | $5,243+11.0% | $4,814+21.0% | $4,740+22.8% |
| Participant deferral / active EE | $11,688 | $7,799+49.9% | $7,446+57.0% | $6,400+82.6% |
| Admin fee / account holder | $12,885 | $11,571+11.4% | $10,010+28.7% | $11,426+12.8% |