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 | $47,964 | $180,449-73.4% | $154,107-68.9% | $135,375-64.6% |
| Participation rate | 76.2% | 87.4%-11.2pp | 83.0%-6.8pp | 82.6%-6.5pp |
| Annual return | -7.62% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,915 | $6,035-68.3% | $5,298-63.8% | $4,779-59.9% |
| Participant deferral / active EE | $3,756 | $5,806-35.3% | $5,081-26.1% | $5,609-33.0% |
| Admin fee / account holder | $3,196 | $16,143-80.2% | $13,411-76.2% | $10,827-70.5% |