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 | $72,904 | $135,635-46.3% | $110,238-33.9% | $135,375-46.1% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -1.93% | 513.19%-515.1pp | 314.74%-316.7pp | 519.73%-521.7pp |
| Employer contribution / active EE | $3,587 | $4,906-26.9% | $3,826-6.2% | $4,779-24.9% |
| Participant deferral / active EE | $6,028 | $5,506+9.5% | $4,672+29.0% | $5,609+7.5% |
| Admin fee / account holder | $2,585 | $11,457-77.4% | $8,547-69.8% | $10,827-76.1% |