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 | $17,559 | $138,044-87.3% | $125,339-86.0% | $134,475-86.9% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -19.03% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,057 | $5,243-79.8% | $4,814-78.0% | $4,740-77.7% |
| Participant deferral / active EE | $7,338 | $7,799-5.9% | $7,446-1.5% | $6,400+14.7% |
| Admin fee / account holder | $5,134 | $11,571-55.6% | $10,010-48.7% | $11,426-55.1% |