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 | $62,005 | $180,449-65.6% | $154,107-59.8% | $135,375-54.2% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -5.62% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,430 | $6,035-76.3% | $5,298-73.0% | $4,779-70.1% |
| Participant deferral / active EE | $9,241 | $5,806+59.2% | $5,081+81.9% | $5,609+64.8% |
| Admin fee / account holder | $23,849 | $16,143+47.7% | $13,411+77.8% | $10,827+120.3% |