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 | $120,369 | $180,449-33.3% | $154,107-21.9% | $135,375-11.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.73% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,176 | $6,035-63.9% | $5,298-58.9% | $4,779-54.5% |
| Participant deferral / active EE | $2,644 | $5,806-54.5% | $5,081-48.0% | $5,609-52.9% |
| Admin fee / account holder | $2,621 | $16,143-83.8% | $13,411-80.5% | $10,827-75.8% |