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 | $34,289 | $138,044-75.2% | $125,339-72.6% | $134,475-74.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.86% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,084 | $5,243-41.2% | $4,814-35.9% | $4,740-34.9% |
| Participant deferral / active EE | $5,275 | $7,799-32.4% | $7,446-29.2% | $6,400-17.6% |
| Admin fee / account holder | $2,566 | $11,571-77.8% | $10,010-74.4% | $11,426-77.5% |