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 | $101,814 | $180,449-43.6% | $154,107-33.9% | $135,375-24.8% |
| Participation rate | 76.2% | 87.4%-11.2pp | 83.0%-6.8pp | 82.6%-6.5pp |
| Annual return | -5.63% | 888.09%-893.7pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,487 | $6,035-75.4% | $5,298-71.9% | $4,779-68.9% |
| Participant deferral / active EE | $2,935 | $5,806-49.5% | $5,081-42.2% | $5,609-47.7% |
| Admin fee / account holder | $2,155 | $16,143-86.7% | $13,411-83.9% | $10,827-80.1% |