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 | $28,461 | $138,044-79.4% | $125,339-77.3% | $134,475-78.8% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -15.10% | 750.33%-765.4pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,275 | $5,243-56.6% | $4,814-52.7% | $4,740-52.0% |
| Participant deferral / active EE | $3,521 | $7,799-54.9% | $7,446-52.7% | $6,400-45.0% |
| Admin fee / account holder | $1,290 | $11,571-88.9% | $10,010-87.1% | $11,426-88.7% |