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 | $86,029 | $135,635-36.6% | $110,238-22.0% | $135,375-36.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -3.01% | 513.19%-516.2pp | 314.74%-317.7pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,953 | $4,906-60.2% | $3,826-49.0% | $4,779-59.1% |
| Participant deferral / active EE | $5,409 | $5,506-1.8% | $4,672+15.8% | $5,609-3.6% |
| Admin fee / account holder | $2,170 | $11,457-81.1% | $8,547-74.6% | $10,827-80.0% |