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 | $92,990 | $138,044-32.6% | $125,339-25.8% | $134,475-30.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.68% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,244 | $5,243-76.3% | $4,814-74.2% | $4,740-73.8% |
| Participant deferral / active EE | $6,095 | $7,799-21.8% | $7,446-18.2% | $6,400-4.8% |
| Admin fee / account holder | $11,055 | $11,571-4.5% | $10,010+10.4% | $11,426-3.2% |