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 | $47,338 | $180,449-73.8% | $154,107-69.3% | $135,375-65.0% |
| Participation rate | 84.2% | 87.4%-3.2pp | 83.0%+1.2pp | 82.6%+1.6pp |
| Annual return | -3.16% | 888.09%-891.3pp | 735.12%-738.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,478 | $6,035-58.9% | $5,298-53.2% | $4,779-48.1% |
| Participant deferral / active EE | $4,413 | $5,806-24.0% | $5,081-13.1% | $5,609-21.3% |
| Admin fee / account holder | $5,086 | $16,143-68.5% | $13,411-62.1% | $10,827-53.0% |