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 | $59,402 | $190,805-68.9% | $159,960-62.9% | $134,475-55.8% |
| Participation rate | 77.3% | 81.9%-4.7pp | 78.0%-0.7pp | 81.2%-3.9pp |
| Annual return | -17.77% | 552.23%-570.0pp | 408.60%-426.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,233 | $4,995-55.3% | $4,226-47.2% | $4,740-52.9% |
| Participant deferral / active EE | $5,904 | $6,923-14.7% | $6,182-4.5% | $6,400-7.7% |
| Admin fee / account holder | $5,855 | $10,471-44.1% | $8,698-32.7% | $11,426-48.8% |