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 | $73,766 | $180,449-59.1% | $154,107-52.1% | $135,375-45.5% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -8.16% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,404 | $6,035-60.2% | $5,298-54.6% | $4,779-49.7% |
| Participant deferral / active EE | $4,143 | $5,806-28.6% | $5,081-18.5% | $5,609-26.1% |
| Admin fee / account holder | $1,788 | $16,143-88.9% | $13,411-86.7% | $10,827-83.5% |