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 | $77,010 | $180,449-57.3% | $154,107-50.0% | $135,375-43.1% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | -7.63% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,773 | $6,035-37.5% | $5,298-28.8% | $4,779-21.0% |
| Participant deferral / active EE | $9,063 | $5,806+56.1% | $5,081+78.4% | $5,609+61.6% |
| Admin fee / account holder | $447 | $16,143-97.2% | $13,411-96.7% | $10,827-95.9% |