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 | $55,973 | $190,805-70.7% | $159,960-65.0% | $134,475-58.4% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -17.42% | 552.23%-569.7pp | 408.60%-426.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,685 | $4,995-46.2% | $4,226-36.5% | $4,740-43.4% |
| Participant deferral / active EE | $4,887 | $6,923-29.4% | $6,182-21.0% | $6,400-23.6% |
| Admin fee / account holder | $2,512 | $10,471-76.0% | $8,698-71.1% | $11,426-78.0% |