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 | $101,680 | $138,044-26.3% | $125,339-18.9% | $134,475-24.4% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -6.72% | 750.33%-757.0pp | 572.05%-578.8pp | 417.96%-424.7pp |
| Employer contribution / active EE | $3,506 | $5,243-33.1% | $4,814-27.2% | $4,740-26.0% |
| Participant deferral / active EE | $6,222 | $7,799-20.2% | $7,446-16.4% | $6,400-2.8% |
| Admin fee / account holder | $68,725 | $11,571+493.9% | $10,010+586.6% | $11,426+501.5% |