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 | $12,818 | $90,600-85.9% | $79,464-83.9% | $135,375-90.5% |
| Participation rate | 70.8% | 76.0%-5.2pp | 73.3%-2.5pp | 82.6%-11.8pp |
| Annual return | -7.40% | 977.43%-984.8pp | 718.14%-725.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,560 | $3,068+48.6% | $2,800+62.8% | $4,779-4.6% |
| Participant deferral / active EE | $1,908 | $4,050-52.9% | $3,704-48.5% | $5,609-66.0% |
| Admin fee / account holder | $2,874 | $5,907-51.4% | $5,113-43.8% | $10,827-73.5% |