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 | $103,473 | $180,449-42.7% | $154,107-32.9% | $135,375-23.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.33% | 888.09%-896.4pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,003 | $6,035-50.2% | $5,298-43.3% | $4,779-37.2% |
| Participant deferral / active EE | $6,950 | $5,806+19.7% | $5,081+36.8% | $5,609+23.9% |
| Admin fee / account holder | $1,295 | $16,143-92.0% | $13,411-90.3% | $10,827-88.0% |