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 | $46,531 | $160,055-70.9% | $140,016-66.8% | $135,375-65.6% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -7.33% | 911.38%-918.7pp | 651.12%-658.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,556 | $6,420-75.8% | $5,606-72.2% | $4,779-67.4% |
| Participant deferral / active EE | $3,067 | $7,642-59.9% | $6,927-55.7% | $5,609-45.3% |
| Admin fee / account holder | $2,932 | $13,328-78.0% | $10,705-72.6% | $10,827-72.9% |