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 | $70,560 | $135,635-48.0% | $110,238-36.0% | $135,375-47.9% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -6.99% | 513.19%-520.2pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,557 | $4,906-47.9% | $3,826-33.2% | $4,779-46.5% |
| Participant deferral / active EE | $8,091 | $5,506+46.9% | $4,672+73.2% | $5,609+44.3% |
| Admin fee / account holder | $1,117 | $11,457-90.3% | $8,547-86.9% | $10,827-89.7% |