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 | $107,228 | $135,635-20.9% | $110,238-2.7% | $135,375-20.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -5.70% | 513.19%-518.9pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,823 | $4,906-62.8% | $3,826-52.3% | $4,779-61.8% |
| Participant deferral / active EE | $4,185 | $5,506-24.0% | $4,672-10.4% | $5,609-25.4% |
| Admin fee / account holder | $60,444 | $11,457+427.6% | $8,547+607.2% | $10,827+458.3% |