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 | $36,375 | $160,055-77.3% | $140,016-74.0% | $135,375-73.1% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -8.35% | 911.38%-919.7pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,746 | $6,420-57.2% | $5,606-51.0% | $4,779-42.5% |
| Participant deferral / active EE | $4,087 | $7,642-46.5% | $6,927-41.0% | $5,609-27.1% |
| Admin fee / account holder | $15,097 | $13,328+13.3% | $10,705+41.0% | $10,827+39.4% |