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 | $58,688 | $160,055-63.3% | $140,016-58.1% | $135,375-56.6% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -2.87% | 911.38%-914.2pp | 651.12%-654.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $7,291 | $6,420+13.6% | $5,606+30.1% | $4,779+52.6% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,782 | $13,328-19.1% | $10,705+0.7% | $10,827-0.4% |