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 | $31,644 | $180,449-82.5% | $154,107-79.5% | $135,375-76.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.03% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,391 | $6,035-60.4% | $5,298-54.9% | $4,779-50.0% |
| Participant deferral / active EE | $4,806 | $5,806-17.2% | $5,081-5.4% | $5,609-14.3% |
| Admin fee / account holder | $10,444 | $16,143-35.3% | $13,411-22.1% | $10,827-3.5% |