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 | $110,735 | $168,632-34.3% | $147,614-25.0% | $125,391-11.7% |
| Participation rate | 73.3% | 88.8%-15.4pp | 84.6%-11.3pp | 83.2%-9.9pp |
| Annual return | -1.10% | 77.65%-78.7pp | 61.98%-63.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,202 | $6,252-64.8% | $5,564-60.4% | $4,866-54.8% |
| Participant deferral / active EE | $4,132 | $5,507-25.0% | $4,895-15.6% | $5,352-22.8% |
| Admin fee / account holder | $23,918 | $13,580+76.1% | $11,611+106.0% | $9,540+150.7% |