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 | $119,383 | $160,055-25.4% | $140,016-14.7% | $135,375-11.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.46% | 911.38%-915.8pp | 651.12%-655.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $7,431 | $6,420+15.7% | $5,606+32.6% | $4,779+55.5% |
| Participant deferral / active EE | $9,800 | $7,642+28.2% | $6,927+41.5% | $5,609+74.7% |
| Admin fee / account holder | $2,234 | $13,328-83.2% | $10,705-79.1% | $10,827-79.4% |