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 | $40,675 | $135,635-70.0% | $110,238-63.1% | $135,375-70.0% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -4.73% | 513.19%-517.9pp | 314.74%-319.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,970 | $4,906-59.8% | $3,826-48.5% | $4,779-58.8% |
| Participant deferral / active EE | $5,208 | $5,506-5.4% | $4,672+11.5% | $5,609-7.2% |
| Admin fee / account holder | $12,192 | $11,457+6.4% | $8,547+42.6% | $10,827+12.6% |