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 5-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 | $56,782 | $180,449-68.5% | $154,107-63.2% | $135,375-58.1% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -0.98% | 888.09%-889.1pp | 735.12%-736.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $3,975 | $6,035-34.1% | $5,298-25.0% | $4,779-16.8% |
| Participant deferral / active EE | $4,253 | $5,806-26.8% | $5,081-16.3% | $5,609-24.2% |
| Admin fee / account holder | $11,590 | $16,143-28.2% | $13,411-13.6% | $10,827+7.0% |