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 | $86,008 | $138,044-37.7% | $125,339-31.4% | $134,475-36.0% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -18.04% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,968 | $5,243-62.5% | $4,814-59.1% | $4,740-58.5% |
| Participant deferral / active EE | $4,882 | $7,799-37.4% | $7,446-34.4% | $6,400-23.7% |
| Admin fee / account holder | $1,969 | $11,571-83.0% | $10,010-80.3% | $11,426-82.8% |