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 | $42,992 | $180,449-76.2% | $154,107-72.1% | $135,375-68.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -2.63% | 888.09%-890.7pp | 735.12%-737.7pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,432 | $6,035-76.3% | $5,298-73.0% | $4,779-70.0% |
| Participant deferral / active EE | $2,120 | $5,806-63.5% | $5,081-58.3% | $5,609-62.2% |
| Admin fee / account holder | $75,667 | $16,143+368.7% | $13,411+464.2% | $10,827+598.9% |