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 | $67,258 | $180,449-62.7% | $154,107-56.4% | $135,375-50.3% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -1.91% | 888.09%-890.0pp | 735.12%-737.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,099 | $6,035-65.2% | $5,298-60.4% | $4,779-56.1% |
| Participant deferral / active EE | $4,224 | $5,806-27.2% | $5,081-16.9% | $5,609-24.7% |
| Admin fee / account holder | $462 | $16,143-97.1% | $13,411-96.6% | $10,827-95.7% |