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 | $71,963 | $135,635-46.9% | $110,238-34.7% | $135,375-46.8% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -8.52% | 513.19%-521.7pp | 314.74%-323.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,463 | $4,906-49.8% | $3,826-35.6% | $4,779-48.5% |
| Participant deferral / active EE | $4,255 | $5,506-22.7% | $4,672-8.9% | $5,609-24.1% |
| Admin fee / account holder | $5,656 | $11,457-50.6% | $8,547-33.8% | $10,827-47.8% |