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 | $166,080 | $180,449-8.0% | $154,107+7.8% | $135,375+22.7% |
| Participation rate | 88.2% | 87.4%+0.8pp | 83.0%+5.2pp | 82.6%+5.6pp |
| Annual return | -5.49% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,096 | $6,035-48.7% | $5,298-41.5% | $4,779-35.2% |
| Participant deferral / active EE | $7,725 | $5,806+33.0% | $5,081+52.0% | $5,609+37.7% |
| Admin fee / account holder | $1,148 | $16,143-92.9% | $13,411-91.4% | $10,827-89.4% |