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 | $85,717 | $190,805-55.1% | $159,960-46.4% | $134,475-36.3% |
| Participation rate | 76.2% | 81.9%-5.7pp | 78.0%-1.8pp | 81.2%-5.0pp |
| Annual return | -14.93% | 552.23%-567.2pp | 408.60%-423.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,778 | $4,995-44.4% | $4,226-34.3% | $4,740-41.4% |
| Participant deferral / active EE | $4,170 | $6,923-39.8% | $6,182-32.6% | $6,400-34.8% |
| Admin fee / account holder | $816 | $10,471-92.2% | $8,698-90.6% | $11,426-92.9% |