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 | $56,446 | $135,635-58.4% | $110,238-48.8% | $135,375-58.3% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -3.72% | 513.19%-516.9pp | 314.74%-318.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,058 | $4,906-58.0% | $3,826-46.2% | $4,779-56.9% |
| Participant deferral / active EE | $3,518 | $5,506-36.1% | $4,672-24.7% | $5,609-37.3% |
| Admin fee / account holder | $10,443 | $11,457-8.8% | $8,547+22.2% | $10,827-3.5% |