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 | $68,634 | $180,449-62.0% | $154,107-55.5% | $135,375-49.3% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -0.71% | 888.09%-888.8pp | 735.12%-735.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $1,845 | $6,035-69.4% | $5,298-65.2% | $4,779-61.4% |
| Participant deferral / active EE | $4,530 | $5,806-22.0% | $5,081-10.8% | $5,609-19.2% |
| Admin fee / account holder | $24,307 | $16,143+50.6% | $13,411+81.2% | $10,827+124.5% |