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 | $11,534 | $90,600-87.3% | $79,464-85.5% | $135,375-91.5% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -2.35% | 977.43%-979.8pp | 718.14%-720.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $734 | $3,068-76.1% | $2,800-73.8% | $4,779-84.6% |
| Participant deferral / active EE | $4,741 | $4,050+17.1% | $3,704+28.0% | $5,609-15.5% |
| Admin fee / account holder | $10,502 | $5,907+77.8% | $5,113+105.4% | $10,827-3.0% |