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 | $49,812 | $180,449-72.4% | $154,107-67.7% | $135,375-63.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.89% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,756 | $6,035-54.3% | $5,298-48.0% | $4,779-42.3% |
| Participant deferral / active EE | $7,624 | $5,806+31.3% | $5,081+50.1% | $5,609+35.9% |
| Admin fee / account holder | $1,875 | $16,143-88.4% | $13,411-86.0% | $10,827-82.7% |