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 | $33,191 | $180,449-81.6% | $154,107-78.5% | $135,375-75.5% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -5.74% | 888.09%-893.8pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,418 | $6,035-76.5% | $5,298-73.2% | $4,779-70.3% |
| Participant deferral / active EE | $2,315 | $5,806-60.1% | $5,081-54.4% | $5,609-58.7% |
| Admin fee / account holder | $65,155 | $16,143+303.6% | $13,411+385.8% | $10,827+501.8% |