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 | $70,778 | $180,449-60.8% | $154,107-54.1% | $135,375-47.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.78% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,307 | $6,035-78.4% | $5,298-75.3% | $4,779-72.7% |
| Participant deferral / active EE | $3,723 | $5,806-35.9% | $5,081-26.7% | $5,609-33.6% |
| Admin fee / account holder | $2,034 | $16,143-87.4% | $13,411-84.8% | $10,827-81.2% |