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 | $27,851 | $90,600-69.3% | $79,464-65.0% | $135,375-79.4% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -7.51% | 977.43%-984.9pp | 718.14%-725.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,264 | $3,068-26.2% | $2,800-19.1% | $4,779-52.6% |
| Participant deferral / active EE | $9,118 | $4,050+125.1% | $3,704+146.2% | $5,609+62.6% |
| Admin fee / account holder | $2,750 | $5,907-53.4% | $5,113-46.2% | $10,827-74.6% |