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 | $104,932 | $180,449-41.8% | $154,107-31.9% | $135,375-22.5% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -8.73% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,414 | $6,035-60.0% | $5,298-54.4% | $4,779-49.5% |
| Participant deferral / active EE | $3,458 | $5,806-40.4% | $5,081-31.9% | $5,609-38.3% |
| Admin fee / account holder | $8,741 | $16,143-45.9% | $13,411-34.8% | $10,827-19.3% |