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 | $64,067 | $90,600-29.3% | $79,464-19.4% | $135,375-52.7% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -2.05% | 977.43%-979.5pp | 718.14%-720.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $2,443 | $3,068-20.4% | $2,800-12.8% | $4,779-48.9% |
| Participant deferral / active EE | $5,227 | $4,050+29.0% | $3,704+41.1% | $5,609-6.8% |
| Admin fee / account holder | $1,648 | $5,907-72.1% | $5,113-67.8% | $10,827-84.8% |