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 | $35,888 | $138,044-74.0% | $125,339-71.4% | $134,475-73.3% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -7.74% | 750.33%-758.1pp | 572.05%-579.8pp | 417.96%-425.7pp |
| Employer contribution / active EE | $4,747 | $5,243-9.5% | $4,814-1.4% | $4,740+0.2% |
| Participant deferral / active EE | $5,118 | $7,799-34.4% | $7,446-31.3% | $6,400-20.0% |
| Admin fee / account holder | $14,763 | $11,571+27.6% | $10,010+47.5% | $11,426+29.2% |