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 | $65,586 | $135,635-51.6% | $110,238-40.5% | $135,375-51.6% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -4.31% | 513.19%-517.5pp | 314.74%-319.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,198 | $4,906-75.6% | $3,826-68.7% | $4,779-74.9% |
| Participant deferral / active EE | $2,240 | $5,506-59.3% | $4,672-52.1% | $5,609-60.1% |
| Admin fee / account holder | $14,608 | $11,457+27.5% | $8,547+70.9% | $10,827+34.9% |