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 | $77,184 | $180,449-57.2% | $154,107-49.9% | $135,375-43.0% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.55% | 888.09%-896.6pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,650 | $6,035-56.1% | $5,298-50.0% | $4,779-44.6% |
| Participant deferral / active EE | $5,049 | $5,806-13.0% | $5,081-0.6% | $5,609-10.0% |
| Admin fee / account holder | $2,302 | $16,143-85.7% | $13,411-82.8% | $10,827-78.7% |