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 | $30,460 | $160,055-81.0% | $140,016-78.2% | $135,375-77.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -6.57% | 911.38%-917.9pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,150 | $6,420-66.5% | $5,606-61.6% | $4,779-55.0% |
| Participant deferral / active EE | $3,780 | $7,642-50.5% | $6,927-45.4% | $5,609-32.6% |
| Admin fee / account holder | $11,761 | $13,328-11.8% | $10,705+9.9% | $10,827+8.6% |