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 | $122,470 | $160,055-23.5% | $140,016-12.5% | $135,375-9.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -3.68% | 911.38%-915.1pp | 651.12%-654.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $3,099 | $6,420-51.7% | $5,606-44.7% | $4,779-35.2% |
| Participant deferral / active EE | $5,191 | $7,642-32.1% | $6,927-25.1% | $5,609-7.5% |
| Admin fee / account holder | $2,987 | $13,328-77.6% | $10,705-72.1% | $10,827-72.4% |