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 | $66,566 | $138,044-51.8% | $125,339-46.9% | $134,475-50.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.04% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,402 | $5,243-54.2% | $4,814-50.1% | $4,740-49.3% |
| Participant deferral / active EE | $10,288 | $7,799+31.9% | $7,446+38.2% | $6,400+60.8% |
| Admin fee / account holder | $4,379 | $11,571-62.2% | $10,010-56.3% | $11,426-61.7% |