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 | $82,606 | $160,055-48.4% | $140,016-41.0% | $135,375-39.0% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -1.41% | 911.38%-912.8pp | 651.12%-652.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $3,475 | $6,420-45.9% | $5,606-38.0% | $4,779-27.3% |
| Participant deferral / active EE | $7,372 | $7,642-3.5% | $6,927+6.4% | $5,609+31.4% |
| Admin fee / account holder | $33,056 | $13,328+148.0% | $10,705+208.8% | $10,827+205.3% |