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 | $64,951 | $180,449-64.0% | $154,107-57.9% | $135,375-52.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.82% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $6,049 | $6,035+0.2% | $5,298+14.2% | $4,779+26.6% |
| Participant deferral / active EE | $5,441 | $5,806-6.3% | $5,081+7.1% | $5,609-3.0% |
| Admin fee / account holder | $325 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |