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 | $53,967 | $160,055-66.3% | $140,016-61.5% | $135,375-60.1% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -5.03% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,313 | $6,420-48.4% | $5,606-40.9% | $4,779-30.7% |
| Participant deferral / active EE | $5,932 | $7,642-22.4% | $6,927-14.4% | $5,609+5.8% |
| Admin fee / account holder | $8,336 | $13,328-37.5% | $10,705-22.1% | $10,827-23.0% |