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 | $88,697 | $90,600-2.1% | $79,464+11.6% | $135,375-34.5% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -1.85% | 977.43%-979.3pp | 718.14%-720.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,066 | $3,068-32.7% | $2,800-26.2% | $4,779-56.8% |
| Participant deferral / active EE | $5,217 | $4,050+28.8% | $3,704+40.9% | $5,609-7.0% |
| Admin fee / account holder | $34,036 | $5,907+476.2% | $5,113+565.7% | $10,827+214.4% |