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 | $22,868 | $138,065-83.4% | $123,544-81.5% | $135,375-83.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.84% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,418 | $5,151-53.1% | $4,628-47.8% | $4,779-49.4% |
| Participant deferral / active EE | $6,292 | $6,799-7.5% | $6,426-2.1% | $5,609+12.2% |
| Admin fee / account holder | $514 | $10,916-95.3% | $9,284-94.5% | $10,827-95.3% |