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 | $39,523 | $180,449-78.1% | $154,107-74.4% | $135,375-70.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -5.88% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,323 | $6,035-61.5% | $5,298-56.2% | $4,779-51.4% |
| Participant deferral / active EE | $3,754 | $5,806-35.3% | $5,081-26.1% | $5,609-33.1% |
| Admin fee / account holder | $6,421 | $16,143-60.2% | $13,411-52.1% | $10,827-40.7% |