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 | $50,497 | $180,449-72.0% | $154,107-67.2% | $135,375-62.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -1.19% | 888.09%-889.3pp | 735.12%-736.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,673 | $6,035-55.7% | $5,298-49.5% | $4,779-44.1% |
| Participant deferral / active EE | $5,906 | $5,806+1.7% | $5,081+16.2% | $5,609+5.3% |
| Admin fee / account holder | $111,505 | $16,143+590.7% | $13,411+731.4% | $10,827+929.9% |