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 5-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 | $20,518 | $138,044-85.1% | $125,339-83.6% | $134,475-84.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.52% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,243 | $5,243-19.1% | $4,814-11.9% | $4,740-10.5% |
| Participant deferral / active EE | $6,462 | $7,799-17.1% | $7,446-13.2% | $6,400+1.0% |
| Admin fee / account holder | $8,551 | $11,571-26.1% | $10,010-14.6% | $11,426-25.2% |