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 | $40,670 | $180,449-77.5% | $154,107-73.6% | $135,375-70.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.58% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,816 | $6,035-69.9% | $5,298-65.7% | $4,779-62.0% |
| Participant deferral / active EE | $3,987 | $5,806-31.3% | $5,081-21.5% | $5,609-28.9% |
| Admin fee / account holder | $320 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |