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 | $28,391 | $180,449-84.3% | $154,107-81.6% | $135,375-79.0% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | -5.91% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,835 | $6,035-69.6% | $5,298-65.4% | $4,779-61.6% |
| Participant deferral / active EE | $3,020 | $5,806-48.0% | $5,081-40.6% | $5,609-46.2% |
| Admin fee / account holder | $1,994 | $16,143-87.6% | $13,411-85.1% | $10,827-81.6% |