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 | $94,753 | $190,805-50.3% | $159,960-40.8% | $134,475-29.5% |
| Participation rate | 76.9% | 81.9%-5.0pp | 78.0%-1.0pp | 81.2%-4.3pp |
| Annual return | -20.37% | 552.23%-572.6pp | 408.60%-429.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,971 | $4,995-60.6% | $4,226-53.4% | $4,740-58.4% |
| Participant deferral / active EE | $5,640 | $6,923-18.5% | $6,182-8.8% | $6,400-11.9% |
| Admin fee / account holder | $2,217 | $10,471-78.8% | $8,698-74.5% | $11,426-80.6% |