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 | $64,378 | $138,044-53.4% | $125,339-48.6% | $134,475-52.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -16.98% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,382 | $5,243-54.6% | $4,814-50.5% | $4,740-49.7% |
| Participant deferral / active EE | $5,890 | $7,799-24.5% | $7,446-20.9% | $6,400-8.0% |
| Admin fee / account holder | $3,824 | $11,571-66.9% | $10,010-61.8% | $11,426-66.5% |