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 | $33,591 | $138,044-75.7% | $125,339-73.2% | $134,475-75.0% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -20.31% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,398 | $5,243-35.2% | $4,814-29.4% | $4,740-28.3% |
| Participant deferral / active EE | $5,493 | $7,799-29.6% | $7,446-26.2% | $6,400-14.2% |
| Admin fee / account holder | $751 | $11,571-93.5% | $10,010-92.5% | $11,426-93.4% |