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 | $72,850 | $138,044-47.2% | $125,339-41.9% | $134,475-45.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -15.32% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,296 | $5,243-56.2% | $4,814-52.3% | $4,740-51.5% |
| Participant deferral / active EE | $7,565 | $7,799-3.0% | $7,446+1.6% | $6,400+18.2% |
| Admin fee / account holder | $4,239 | $11,571-63.4% | $10,010-57.7% | $11,426-62.9% |