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 | $115,548 | $180,449-36.0% | $154,107-25.0% | $135,375-14.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.27% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,302 | $6,035-78.4% | $5,298-75.4% | $4,779-72.8% |
| Participant deferral / active EE | $3,481 | $5,806-40.1% | $5,081-31.5% | $5,609-37.9% |
| Admin fee / account holder | $1,269 | $16,143-92.1% | $13,411-90.5% | $10,827-88.3% |