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 | $64,936 | $180,449-64.0% | $154,107-57.9% | $135,375-52.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.59% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,598 | $6,035-57.0% | $5,298-51.0% | $4,779-45.6% |
| Participant deferral / active EE | $4,293 | $5,806-26.1% | $5,081-15.5% | $5,609-23.5% |
| Admin fee / account holder | $344 | $16,143-97.9% | $13,411-97.4% | $10,827-96.8% |