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 | $59,803 | $138,044-56.7% | $125,339-52.3% | $134,475-55.5% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -19.99% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,398 | $5,243-73.3% | $4,814-71.0% | $4,740-70.5% |
| Participant deferral / active EE | $4,830 | $7,799-38.1% | $7,446-35.1% | $6,400-24.5% |
| Admin fee / account holder | $2,888 | $11,571-75.0% | $10,010-71.1% | $11,426-74.7% |