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 | $63,036 | $138,044-54.3% | $125,339-49.7% | $134,475-53.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.62% | 750.33%-767.9pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,685 | $5,243-10.6% | $4,814-2.7% | $4,740-1.1% |
| Participant deferral / active EE | $3,271 | $7,799-58.1% | $7,446-56.1% | $6,400-48.9% |
| Admin fee / account holder | $18,053 | $11,571+56.0% | $10,010+80.4% | $11,426+58.0% |