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 | $20,432 | $138,044-85.2% | $125,339-83.7% | $134,475-84.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -5.42% | 750.33%-755.7pp | 572.05%-577.5pp | 417.96%-423.4pp |
| Employer contribution / active EE | $3,708 | $5,243-29.3% | $4,814-23.0% | $4,740-21.8% |
| Participant deferral / active EE | $3,708 | $7,799-52.5% | $7,446-50.2% | $6,400-42.1% |
| Admin fee / account holder | $38,445 | $11,571+232.2% | $10,010+284.1% | $11,426+236.5% |