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 | $102,091 | $135,635-24.7% | $110,238-7.4% | $135,375-24.6% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -6.00% | 513.19%-519.2pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,055 | $4,906-78.5% | $3,826-72.4% | $4,779-77.9% |
| Participant deferral / active EE | $3,893 | $5,506-29.3% | $4,672-16.7% | $5,609-30.6% |
| Admin fee / account holder | $13,178 | $11,457+15.0% | $8,547+54.2% | $10,827+21.7% |