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 | $80,723 | $180,449-55.3% | $154,107-47.6% | $135,375-40.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -3.78% | 888.09%-891.9pp | 735.12%-738.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $5,538 | $6,035-8.2% | $5,298+4.5% | $4,779+15.9% |
| Participant deferral / active EE | $10,625 | $5,806+83.0% | $5,081+109.1% | $5,609+89.4% |
| Admin fee / account holder | $20,334 | $16,143+26.0% | $13,411+51.6% | $10,827+87.8% |