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 | $130,378 | $160,055-18.5% | $140,016-6.9% | $135,375-3.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -6.15% | 911.38%-917.5pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,003 | $6,420-53.2% | $5,606-46.4% | $4,779-37.2% |
| Participant deferral / active EE | $5,376 | $7,642-29.6% | $6,927-22.4% | $5,609-4.1% |
| Admin fee / account holder | $1,108 | $13,328-91.7% | $10,705-89.6% | $10,827-89.8% |