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 | $74,820 | $160,055-53.3% | $140,016-46.6% | $135,375-44.7% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.5%-3.3pp | 82.6%+1.6pp |
| Annual return | -5.81% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,477 | $6,420-77.0% | $5,606-73.6% | $4,779-69.1% |
| Participant deferral / active EE | $3,656 | $7,642-52.2% | $6,927-47.2% | $5,609-34.8% |
| Admin fee / account holder | $9,439 | $13,328-29.2% | $10,705-11.8% | $10,827-12.8% |