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 | $92,567 | $138,044-32.9% | $125,339-26.1% | $134,475-31.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.16% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,390 | $5,243-16.3% | $4,814-8.8% | $4,740-7.4% |
| Participant deferral / active EE | $12,569 | $7,799+61.2% | $7,446+68.8% | $6,400+96.4% |
| Admin fee / account holder | $5,233 | $11,571-54.8% | $10,010-47.7% | $11,426-54.2% |