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 | $95,105 | $138,044-31.1% | $125,339-24.1% | $134,475-29.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -9.91% | 750.33%-760.2pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,259 | $5,243-56.9% | $4,814-53.1% | $4,740-52.3% |
| Participant deferral / active EE | $10,661 | $7,799+36.7% | $7,446+43.2% | $6,400+66.6% |
| Admin fee / account holder | $8,377 | $11,571-27.6% | $10,010-16.3% | $11,426-26.7% |