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 | $132,496 | $160,055-17.2% | $140,016-5.4% | $135,375-2.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -6.57% | 911.38%-918.0pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,749 | $6,420-72.8% | $5,606-68.8% | $4,779-63.4% |
| Participant deferral / active EE | $4,620 | $7,642-39.5% | $6,927-33.3% | $5,609-17.6% |
| Admin fee / account holder | $2,239 | $13,328-83.2% | $10,705-79.1% | $10,827-79.3% |