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 | $55,603 | $135,635-59.0% | $110,238-49.6% | $135,375-58.9% |
| Participation rate | 79.2% | 83.5%-4.3pp | 79.8%-0.7pp | 82.6%-3.5pp |
| Annual return | -4.21% | 513.19%-517.4pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,310 | $4,906-73.3% | $3,826-65.8% | $4,779-72.6% |
| Participant deferral / active EE | $1,743 | $5,506-68.3% | $4,672-62.7% | $5,609-68.9% |
| Admin fee / account holder | $17,553 | $11,457+53.2% | $8,547+105.4% | $10,827+62.1% |