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 | $95,208 | $138,044-31.0% | $125,339-24.0% | $134,475-29.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.92% | 750.33%-767.2pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,708 | $5,243-48.4% | $4,814-43.7% | $4,740-42.9% |
| Participant deferral / active EE | $7,484 | $7,799-4.0% | $7,446+0.5% | $6,400+16.9% |
| Admin fee / account holder | $6,192 | $11,571-46.5% | $10,010-38.1% | $11,426-45.8% |