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 | $150,458 | $180,449-16.6% | $154,107-2.4% | $135,375+11.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -3.25% | 888.09%-891.3pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,836 | $6,035-36.4% | $5,298-27.6% | $4,779-19.7% |
| Participant deferral / active EE | $4,610 | $5,806-20.6% | $5,081-9.3% | $5,609-17.8% |
| Admin fee / account holder | $1,278 | $16,143-92.1% | $13,411-90.5% | $10,827-88.2% |