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 | $34,115 | $180,449-81.1% | $154,107-77.9% | $135,375-74.8% |
| Participation rate | 78.3% | 87.4%-9.2pp | 83.0%-4.8pp | 82.6%-4.4pp |
| Annual return | -6.47% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,755 | $6,035-54.4% | $5,298-48.0% | $4,779-42.4% |
| Participant deferral / active EE | $4,776 | $5,806-17.7% | $5,081-6.0% | $5,609-14.8% |
| Admin fee / account holder | $11,724 | $16,143-27.4% | $13,411-12.6% | $10,827+8.3% |