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 | $57,172 | $160,055-64.3% | $140,016-59.2% | $135,375-57.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.27% | 911.38%-915.6pp | 651.12%-655.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,863 | $6,420-71.0% | $5,606-66.8% | $4,779-61.0% |
| Participant deferral / active EE | $2,728 | $7,642-64.3% | $6,927-60.6% | $5,609-51.4% |
| Admin fee / account holder | $16,483 | $13,328+23.7% | $10,705+54.0% | $10,827+52.2% |