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 | $96,382 | $138,044-30.2% | $125,339-23.1% | $134,475-28.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.23% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,549 | $5,243-51.4% | $4,814-47.1% | $4,740-46.2% |
| Participant deferral / active EE | $10,458 | $7,799+34.1% | $7,446+40.4% | $6,400+63.4% |
| Admin fee / account holder | $2,542 | $11,571-78.0% | $10,010-74.6% | $11,426-77.8% |