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 | $157,804 | $160,055-1.4% | $140,016+12.7% | $135,375+16.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -8.80% | 911.38%-920.2pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,253 | $6,420-64.9% | $5,606-59.8% | $4,779-52.9% |
| Participant deferral / active EE | $5,529 | $7,642-27.6% | $6,927-20.2% | $5,609-1.4% |
| Admin fee / account holder | $8,516 | $13,328-36.1% | $10,705-20.5% | $10,827-21.3% |