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 | $66,586 | $180,449-63.1% | $154,107-56.8% | $135,375-50.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.48% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,272 | $6,035-45.8% | $5,298-38.2% | $4,779-31.5% |
| Participant deferral / active EE | $7,572 | $5,806+30.4% | $5,081+49.0% | $5,609+35.0% |
| Admin fee / account holder | $12,029 | $16,143-25.5% | $13,411-10.3% | $10,827+11.1% |