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 | $74,991 | $138,044-45.7% | $125,339-40.2% | $134,475-44.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.31% | 750.33%-765.6pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,222 | $5,243-57.6% | $4,814-53.8% | $4,740-53.1% |
| Participant deferral / active EE | $3,098 | $7,799-60.3% | $7,446-58.4% | $6,400-51.6% |
| Admin fee / account holder | $1,187 | $11,571-89.7% | $10,010-88.1% | $11,426-89.6% |