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 5-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 | $71,395 | $180,449-60.4% | $154,107-53.7% | $135,375-47.3% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -4.67% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,031 | $6,035-33.2% | $5,298-23.9% | $4,779-15.7% |
| Participant deferral / active EE | $3,943 | $5,806-32.1% | $5,081-22.4% | $5,609-29.7% |
| Admin fee / account holder | $4,539 | $16,143-71.9% | $13,411-66.2% | $10,827-58.1% |