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 | $107,853 | $135,635-20.5% | $110,238-2.2% | $135,375-20.3% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -0.38% | 513.19%-513.6pp | 314.74%-315.1pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,800 | $4,906-63.3% | $3,826-53.0% | $4,779-62.3% |
| Participant deferral / active EE | $5,127 | $5,506-6.9% | $4,672+9.7% | $5,609-8.6% |
| Admin fee / account holder | $1,000 | $11,457-91.3% | $8,547-88.3% | $10,827-90.8% |