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 | $31,005 | $180,449-82.8% | $154,107-79.9% | $135,375-77.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.34% | 888.09%-896.4pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,357 | $6,035-61.0% | $5,298-55.5% | $4,779-50.7% |
| Participant deferral / active EE | $3,775 | $5,806-35.0% | $5,081-25.7% | $5,609-32.7% |
| Admin fee / account holder | $378 | $16,143-97.7% | $13,411-97.2% | $10,827-96.5% |