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 | $65,460 | $180,449-63.7% | $154,107-57.5% | $135,375-51.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -3.73% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,756 | $6,035-54.3% | $5,298-48.0% | $4,779-42.3% |
| Participant deferral / active EE | $5,264 | $5,806-9.3% | $5,081+3.6% | $5,609-6.2% |
| Admin fee / account holder | $1,494 | $16,143-90.7% | $13,411-88.9% | $10,827-86.2% |