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 | $106,566 | $180,449-40.9% | $154,107-30.8% | $135,375-21.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.88% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $13,938 | $6,035+130.9% | $5,298+163.1% | $4,779+191.7% |
| Participant deferral / active EE | $5,383 | $5,806-7.3% | $5,081+5.9% | $5,609-4.0% |
| Admin fee / account holder | $7,562 | $16,143-53.2% | $13,411-43.6% | $10,827-30.2% |