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 | $99,444 | $160,055-37.9% | $140,016-29.0% | $135,375-26.5% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.5%-2.5pp | 82.6%+2.4pp |
| Annual return | -0.28% | 911.38%-911.7pp | 651.12%-651.4pp | 519.73%-520.0pp |
| Employer contribution / active EE | $2,178 | $6,420-66.1% | $5,606-61.2% | $4,779-54.4% |
| Participant deferral / active EE | $4,538 | $7,642-40.6% | $6,927-34.5% | $5,609-19.1% |
| Admin fee / account holder | $7,155 | $13,328-46.3% | $10,705-33.2% | $10,827-33.9% |