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 | $51,531 | $138,044-62.7% | $125,339-58.9% | $134,475-61.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.43% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,805 | $5,243-46.5% | $4,814-41.7% | $4,740-40.8% |
| Participant deferral / active EE | $3,448 | $7,799-55.8% | $7,446-53.7% | $6,400-46.1% |
| Admin fee / account holder | $369 | $11,571-96.8% | $10,010-96.3% | $11,426-96.8% |