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 | $93,700 | $180,449-48.1% | $154,107-39.2% | $135,375-30.8% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.01% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,677 | $6,035-55.6% | $5,298-49.5% | $4,779-44.0% |
| Participant deferral / active EE | $7,647 | $5,806+31.7% | $5,081+50.5% | $5,609+36.3% |
| Admin fee / account holder | $5,414 | $16,143-66.5% | $13,411-59.6% | $10,827-50.0% |