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 | $98,302 | $180,449-45.5% | $154,107-36.2% | $135,375-27.4% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.60% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,508 | $6,035-75.0% | $5,298-71.5% | $4,779-68.5% |
| Participant deferral / active EE | $3,650 | $5,806-37.1% | $5,081-28.2% | $5,609-34.9% |
| Admin fee / account holder | $2,013 | $16,143-87.5% | $13,411-85.0% | $10,827-81.4% |