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 | $96,707 | $135,635-28.7% | $110,238-12.3% | $135,375-28.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -3.72% | 513.19%-516.9pp | 314.74%-318.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $994 | $4,906-79.7% | $3,826-74.0% | $4,779-79.2% |
| Participant deferral / active EE | $2,512 | $5,506-54.4% | $4,672-46.2% | $5,609-55.2% |
| Admin fee / account holder | $8,621 | $11,457-24.7% | $8,547+0.9% | $10,827-20.4% |