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 | $55,900 | $180,449-69.0% | $154,107-63.7% | $135,375-58.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.80% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,278 | $6,035-62.3% | $5,298-57.0% | $4,779-52.3% |
| Participant deferral / active EE | $8,306 | $5,806+43.0% | $5,081+63.5% | $5,609+48.1% |
| Admin fee / account holder | $992 | $16,143-93.9% | $13,411-92.6% | $10,827-90.8% |