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 | $59,473 | $180,449-67.0% | $154,107-61.4% | $135,375-56.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.84% | 888.09%-894.9pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,421 | $6,035-43.3% | $5,298-35.4% | $4,779-28.4% |
| Participant deferral / active EE | $7,176 | $5,806+23.6% | $5,081+41.2% | $5,609+27.9% |
| Admin fee / account holder | $5,956 | $16,143-63.1% | $13,411-55.6% | $10,827-45.0% |