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 | $65,823 | $160,055-58.9% | $140,016-53.0% | $135,375-51.4% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.5%-14.2pp | 82.6%-9.3pp |
| Annual return | -8.83% | 911.38%-920.2pp | 651.12%-660.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,372 | $6,420-78.6% | $5,606-75.5% | $4,779-71.3% |
| Participant deferral / active EE | $4,138 | $7,642-45.8% | $6,927-40.3% | $5,609-26.2% |
| Admin fee / account holder | $1,031 | $13,328-92.3% | $10,705-90.4% | $10,827-90.5% |