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 | $68,824 | $138,044-50.1% | $125,339-45.1% | $134,475-48.8% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -6.60% | 750.33%-756.9pp | 572.05%-578.6pp | 417.96%-424.6pp |
| Employer contribution / active EE | $3,925 | $5,243-25.1% | $4,814-18.5% | $4,740-17.2% |
| Participant deferral / active EE | $10,793 | $7,799+38.4% | $7,446+44.9% | $6,400+68.6% |
| Admin fee / account holder | $3,715 | $11,571-67.9% | $10,010-62.9% | $11,426-67.5% |