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 | $20,693 | $138,044-85.0% | $125,339-83.5% | $134,475-84.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.72% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,448 | $5,243-53.3% | $4,814-49.1% | $4,740-48.3% |
| Participant deferral / active EE | $3,657 | $7,799-53.1% | $7,446-50.9% | $6,400-42.9% |
| Admin fee / account holder | $1,066 | $11,571-90.8% | $10,010-89.3% | $11,426-90.7% |