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 | $78,325 | $197,825-60.4% | $155,790-49.7% | $125,391-37.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | -3.08% | 86.74%-89.8pp | 71.54%-74.6pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,483 | $4,847-69.4% | $3,836-61.3% | $4,866-69.5% |
| Participant deferral / active EE | $1,522 | $5,630-73.0% | $4,797-68.3% | $5,352-71.6% |
| Admin fee / account holder | $38,097 | $9,545+299.1% | $7,478+409.5% | $9,540+299.3% |