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 | $65,886 | $138,044-52.3% | $125,339-47.4% | $134,475-51.0% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -17.22% | 750.33%-767.5pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $7,587 | $5,243+44.7% | $4,814+57.6% | $4,740+60.1% |
| Participant deferral / active EE | $16,827 | $7,799+115.8% | $7,446+126.0% | $6,400+162.9% |
| Admin fee / account holder | $7,599 | $11,571-34.3% | $10,010-24.1% | $11,426-33.5% |