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 | $40,058 | $180,449-77.8% | $154,107-74.0% | $135,375-70.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.60% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,161 | $6,035-47.6% | $5,298-40.3% | $4,779-33.9% |
| Participant deferral / active EE | $7,476 | $5,806+28.8% | $5,081+47.1% | $5,609+33.3% |
| Admin fee / account holder | $3,657 | $16,143-77.3% | $13,411-72.7% | $10,827-66.2% |