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 | $44,390 | $180,449-75.4% | $154,107-71.2% | $135,375-67.2% |
| Participation rate | 78.9% | 87.4%-8.5pp | 83.0%-4.1pp | 82.6%-3.7pp |
| Annual return | -7.49% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,242 | $6,035-46.3% | $5,298-38.8% | $4,779-32.1% |
| Participant deferral / active EE | $4,613 | $5,806-20.5% | $5,081-9.2% | $5,609-17.8% |
| Admin fee / account holder | $440 | $16,143-97.3% | $13,411-96.7% | $10,827-95.9% |