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 | $91,088 | $180,449-49.5% | $154,107-40.9% | $135,375-32.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -7.57% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,292 | $6,035-62.0% | $5,298-56.7% | $4,779-52.0% |
| Participant deferral / active EE | $4,042 | $5,806-30.4% | $5,081-20.4% | $5,609-27.9% |
| Admin fee / account holder | $1,294 | $16,143-92.0% | $13,411-90.4% | $10,827-88.0% |