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 | $63,152 | $138,065-54.3% | $123,544-48.9% | $135,375-53.4% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -7.03% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,450 | $5,151-71.8% | $4,628-68.7% | $4,779-69.6% |
| Participant deferral / active EE | $2,612 | $6,799-61.6% | $6,426-59.3% | $5,609-53.4% |
| Admin fee / account holder | $2,259 | $10,916-79.3% | $9,284-75.7% | $10,827-79.1% |