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 | $65,316 | $160,055-59.2% | $140,016-53.4% | $135,375-51.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -8.08% | 911.38%-919.5pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,895 | $6,420-54.9% | $5,606-48.4% | $4,779-39.4% |
| Participant deferral / active EE | $11,859 | $7,642+55.2% | $6,927+71.2% | $5,609+111.4% |
| Admin fee / account holder | $3,719 | $13,328-72.1% | $10,705-65.3% | $10,827-65.7% |