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 | $118,296 | $180,449-34.4% | $154,107-23.2% | $135,375-12.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.67% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $4,089 | $6,035-32.2% | $5,298-22.8% | $4,779-14.4% |
| Participant deferral / active EE | $4,089 | $5,806-29.6% | $5,081-19.5% | $5,609-27.1% |
| Admin fee / account holder | $2,437 | $16,143-84.9% | $13,411-81.8% | $10,827-77.5% |