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 | $68,859 | $160,055-57.0% | $140,016-50.8% | $135,375-49.1% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -6.71% | 911.38%-918.1pp | 651.12%-657.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $7,742 | $6,420+20.6% | $5,606+38.1% | $4,779+62.0% |
| Participant deferral / active EE | $5,306 | $7,642-30.6% | $6,927-23.4% | $5,609-5.4% |
| Admin fee / account holder | $5,235 | $13,328-60.7% | $10,705-51.1% | $10,827-51.6% |