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 | $173,172 | $180,449-4.0% | $154,107+12.4% | $135,375+27.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.28% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,578 | $6,035-57.3% | $5,298-51.3% | $4,779-46.1% |
| Participant deferral / active EE | $5,684 | $5,806-2.1% | $5,081+11.9% | $5,609+1.3% |
| Admin fee / account holder | $963 | $16,143-94.0% | $13,411-92.8% | $10,827-91.1% |