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 | $63,816 | $180,449-64.6% | $154,107-58.6% | $135,375-52.9% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | -7.45% | 888.09%-895.5pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,027 | $6,035-66.4% | $5,298-61.7% | $4,779-57.6% |
| Participant deferral / active EE | $8,109 | $5,806+39.7% | $5,081+59.6% | $5,609+44.6% |
| Admin fee / account holder | $2,780 | $16,143-82.8% | $13,411-79.3% | $10,827-74.3% |