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 | $71,934 | $160,055-55.1% | $140,016-48.6% | $135,375-46.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.52% | 911.38%-918.9pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $5,602 | $6,420-12.7% | $5,606-0.1% | $4,779+17.2% |
| Participant deferral / active EE | $11,342 | $7,642+48.4% | $6,927+63.7% | $5,609+102.2% |
| Admin fee / account holder | $7,040 | $13,328-47.2% | $10,705-34.2% | $10,827-35.0% |