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 | $73,215 | $160,055-54.3% | $140,016-47.7% | $135,375-45.9% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.5%-6.5pp | 82.6%-1.7pp |
| Annual return | -1.92% | 911.38%-913.3pp | 651.12%-653.0pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,667 | $6,420-74.0% | $5,606-70.3% | $4,779-65.1% |
| Participant deferral / active EE | $3,554 | $7,642-53.5% | $6,927-48.7% | $5,609-36.6% |
| Admin fee / account holder | $5,760 | $13,328-56.8% | $10,705-46.2% | $10,827-46.8% |