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 | $33,897 | $180,449-81.2% | $154,107-78.0% | $135,375-75.0% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -4.82% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,328 | $6,035-78.0% | $5,298-74.9% | $4,779-72.2% |
| Participant deferral / active EE | $2,537 | $5,806-56.3% | $5,081-50.1% | $5,609-54.8% |
| Admin fee / account holder | $5,474 | $16,143-66.1% | $13,411-59.2% | $10,827-49.4% |