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 | $57,729 | $135,635-57.4% | $110,238-47.6% | $135,375-57.4% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.8%+9.7pp | 82.6%+6.8pp |
| Annual return | -6.56% | 513.19%-519.7pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,660 | $4,906-45.8% | $3,826-30.5% | $4,779-44.3% |
| Participant deferral / active EE | $3,473 | $5,506-36.9% | $4,672-25.7% | $5,609-38.1% |
| Admin fee / account holder | $2,614 | $11,457-77.2% | $8,547-69.4% | $10,827-75.9% |