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 | $97,793 | $135,635-27.9% | $110,238-11.3% | $135,375-27.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -1.48% | 513.19%-514.7pp | 314.74%-316.2pp | 519.73%-521.2pp |
| Employer contribution / active EE | $3,411 | $4,906-30.5% | $3,826-10.9% | $4,779-28.6% |
| Participant deferral / active EE | $6,955 | $5,506+26.3% | $4,672+48.9% | $5,609+24.0% |
| Admin fee / account holder | $1,649 | $11,457-85.6% | $8,547-80.7% | $10,827-84.8% |