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 | $54,284 | $135,635-60.0% | $110,238-50.8% | $135,375-59.9% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.8%+9.7pp | 82.6%+6.8pp |
| Annual return | -7.76% | 513.19%-520.9pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,858 | $4,906-41.7% | $3,826-25.3% | $4,779-40.2% |
| Participant deferral / active EE | $3,004 | $5,506-45.4% | $4,672-35.7% | $5,609-46.4% |
| Admin fee / account holder | $2,165 | $11,457-81.1% | $8,547-74.7% | $10,827-80.0% |