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 | $71,899 | $138,044-47.9% | $125,339-42.6% | $134,475-46.5% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -16.12% | 750.33%-766.4pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,785 | $5,243-46.9% | $4,814-42.1% | $4,740-41.2% |
| Participant deferral / active EE | $6,326 | $7,799-18.9% | $7,446-15.0% | $6,400-1.1% |
| Admin fee / account holder | $22,868 | $11,571+97.6% | $10,010+128.5% | $11,426+100.1% |