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 | $149,371 | $190,805-21.7% | $159,960-6.6% | $134,475+11.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -5.31% | 552.23%-557.5pp | 408.60%-413.9pp | 417.96%-423.3pp |
| Employer contribution / active EE | $1,992 | $4,995-60.1% | $4,226-52.9% | $4,740-58.0% |
| Participant deferral / active EE | $6,535 | $6,923-5.6% | $6,182+5.7% | $6,400+2.1% |
| Admin fee / account holder | $3,073 | $10,471-70.7% | $8,698-64.7% | $11,426-73.1% |