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 | $71,417 | $138,044-48.3% | $125,339-43.0% | $134,475-46.9% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -7.19% | 750.33%-757.5pp | 572.05%-579.2pp | 417.96%-425.2pp |
| Employer contribution / active EE | $2,692 | $5,243-48.7% | $4,814-44.1% | $4,740-43.2% |
| Participant deferral / active EE | $6,569 | $7,799-15.8% | $7,446-11.8% | $6,400+2.6% |
| Admin fee / account holder | $2,861 | $11,571-75.3% | $10,010-71.4% | $11,426-75.0% |