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 | $87,125 | $180,449-51.7% | $154,107-43.5% | $135,375-35.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.91% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,464 | $6,035-75.7% | $5,298-72.4% | $4,779-69.4% |
| Participant deferral / active EE | $4,902 | $5,806-15.6% | $5,081-3.5% | $5,609-12.6% |
| Admin fee / account holder | $1,105 | $16,143-93.2% | $13,411-91.8% | $10,827-89.8% |