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 | $73,639 | $138,044-46.7% | $125,339-41.2% | $134,475-45.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 0.05% | 750.33%-750.3pp | 572.05%-572.0pp | 417.96%-417.9pp |
| Employer contribution / active EE | $8,000 | $5,243+52.6% | $4,814+66.2% | $4,740+68.8% |
| Participant deferral / active EE | $8,724 | $7,799+11.9% | $7,446+17.2% | $6,400+36.3% |
| Admin fee / account holder | $534 | $11,571-95.4% | $10,010-94.7% | $11,426-95.3% |