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 | $93,629 | $135,635-31.0% | $110,238-15.1% | $135,375-30.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -8.33% | 513.19%-521.5pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,964 | $4,906-39.6% | $3,826-22.5% | $4,779-38.0% |
| Participant deferral / active EE | $6,636 | $5,506+20.5% | $4,672+42.0% | $5,609+18.3% |
| Admin fee / account holder | $483 | $11,457-95.8% | $8,547-94.4% | $10,827-95.5% |