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 | $40,004 | $138,044-71.0% | $125,339-68.1% | $134,475-70.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -11.67% | 750.33%-762.0pp | 572.05%-583.7pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,656 | $5,243-68.4% | $4,814-65.6% | $4,740-65.1% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $34,137 | $11,571+195.0% | $10,010+241.0% | $11,426+198.8% |