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 | $29,321 | $90,600-67.6% | $79,464-63.1% | $135,375-78.3% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -3.67% | 977.43%-981.1pp | 718.14%-721.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,413 | $3,068-21.3% | $2,800-13.8% | $4,779-49.5% |
| Participant deferral / active EE | $3,443 | $4,050-15.0% | $3,704-7.1% | $5,609-38.6% |
| Admin fee / account holder | $7,518 | $5,907+27.3% | $5,113+47.0% | $10,827-30.6% |