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 | $53,144 | $138,044-61.5% | $125,339-57.6% | $134,475-60.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -16.05% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,430 | $5,243-34.6% | $4,814-28.7% | $4,740-27.6% |
| Participant deferral / active EE | $9,877 | $7,799+26.7% | $7,446+32.6% | $6,400+54.3% |
| Admin fee / account holder | $1,137 | $11,571-90.2% | $10,010-88.6% | $11,426-90.0% |