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 | $58,598 | $180,449-67.5% | $154,107-62.0% | $135,375-56.7% |
| Participation rate | 76.5% | 87.4%-11.0pp | 83.0%-6.6pp | 82.6%-6.2pp |
| Annual return | -6.18% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,676 | $6,035-72.2% | $5,298-68.4% | $4,779-64.9% |
| Participant deferral / active EE | $5,161 | $5,806-11.1% | $5,081+1.6% | $5,609-8.0% |
| Admin fee / account holder | $47,918 | $16,143+196.8% | $13,411+257.3% | $10,827+342.6% |