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 | $156,973 | $180,449-13.0% | $154,107+1.9% | $135,375+16.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -3.73% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,552 | $6,035-57.7% | $5,298-51.8% | $4,779-46.6% |
| Participant deferral / active EE | $5,099 | $5,806-12.2% | $5,081+0.4% | $5,609-9.1% |
| Admin fee / account holder | $8,591 | $16,143-46.8% | $13,411-35.9% | $10,827-20.6% |