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 | $77,200 | $138,044-44.1% | $125,339-38.4% | $134,475-42.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -17.16% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,450 | $5,243-53.3% | $4,814-49.1% | $4,740-48.3% |
| Participant deferral / active EE | $8,355 | $7,799+7.1% | $7,446+12.2% | $6,400+30.6% |
| Admin fee / account holder | $2,540 | $11,571-78.0% | $10,010-74.6% | $11,426-77.8% |