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 | $61,689 | $160,055-61.5% | $140,016-55.9% | $135,375-54.4% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.5%-4.9pp | 82.6%0pp |
| Annual return | 0.59% | 911.38%-910.8pp | 651.12%-650.5pp | 519.73%-519.1pp |
| Employer contribution / active EE | $2,422 | $6,420-62.3% | $5,606-56.8% | $4,779-49.3% |
| Participant deferral / active EE | $5,664 | $7,642-25.9% | $6,927-18.2% | $5,609+1.0% |
| Admin fee / account holder | $4,278 | $13,328-67.9% | $10,705-60.0% | $10,827-60.5% |