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 | $96,624 | $180,449-46.5% | $154,107-37.3% | $135,375-28.6% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | -7.46% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,306 | $6,035-61.8% | $5,298-56.5% | $4,779-51.7% |
| Participant deferral / active EE | $5,119 | $5,806-11.8% | $5,081+0.8% | $5,609-8.7% |
| Admin fee / account holder | $14,835 | $16,143-8.1% | $13,411+10.6% | $10,827+37.0% |