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 | $35,375 | $180,449-80.4% | $154,107-77.0% | $135,375-73.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.20% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,725 | $6,035-71.4% | $5,298-67.4% | $4,779-63.9% |
| Participant deferral / active EE | $5,418 | $5,806-6.7% | $5,081+6.6% | $5,609-3.4% |
| Admin fee / account holder | $10,768 | $16,143-33.3% | $13,411-19.7% | $10,827-0.5% |