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 | $50,178 | $180,449-72.2% | $154,107-67.4% | $135,375-62.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -2.96% | 888.09%-891.0pp | 735.12%-738.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,219 | $6,035-63.2% | $5,298-58.1% | $4,779-53.6% |
| Participant deferral / active EE | $3,329 | $5,806-42.7% | $5,081-34.5% | $5,609-40.7% |
| Admin fee / account holder | $8,685 | $16,143-46.2% | $13,411-35.2% | $10,827-19.8% |