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 | $131,334 | $190,805-31.2% | $159,960-17.9% | $134,475-2.3% |
| Participation rate | 70.0% | 81.9%-11.9pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -11.40% | 552.23%-563.6pp | 408.60%-420.0pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,690 | $4,995-46.1% | $4,226-36.3% | $4,740-43.2% |
| Participant deferral / active EE | $8,629 | $6,923+24.6% | $6,182+39.6% | $6,400+34.8% |
| Admin fee / account holder | $10,234 | $10,471-2.3% | $8,698+17.7% | $11,426-10.4% |