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 | $111,665 | $160,055-30.2% | $140,016-20.2% | $135,375-17.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -1.10% | 911.38%-912.5pp | 651.12%-652.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $5,891 | $6,420-8.3% | $5,606+5.1% | $4,779+23.3% |
| Participant deferral / active EE | $6,313 | $7,642-17.4% | $6,927-8.9% | $5,609+12.5% |
| Admin fee / account holder | $19,934 | $13,328+49.6% | $10,705+86.2% | $10,827+84.1% |