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 | $74,705 | $160,055-53.3% | $140,016-46.6% | $135,375-44.8% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -7.58% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,681 | $6,420-73.8% | $5,606-70.0% | $4,779-64.8% |
| Participant deferral / active EE | $5,107 | $7,642-33.2% | $6,927-26.3% | $5,609-9.0% |
| Admin fee / account holder | $7,349 | $13,328-44.9% | $10,705-31.4% | $10,827-32.1% |