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 | $75,980 | $180,449-57.9% | $154,107-50.7% | $135,375-43.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -7.27% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,550 | $6,035-74.3% | $5,298-70.7% | $4,779-67.6% |
| Participant deferral / active EE | $4,426 | $5,806-23.8% | $5,081-12.9% | $5,609-21.1% |
| Admin fee / account holder | $9,380 | $16,143-41.9% | $13,411-30.1% | $10,827-13.4% |