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 | $95,340 | $160,055-40.4% | $140,016-31.9% | $135,375-29.6% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.5%-4.9pp | 82.6%0pp |
| Annual return | -6.04% | 911.38%-917.4pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,486 | $6,420-61.3% | $5,606-55.6% | $4,779-48.0% |
| Participant deferral / active EE | $5,147 | $7,642-32.6% | $6,927-25.7% | $5,609-8.2% |
| Admin fee / account holder | $15,957 | $13,328+19.7% | $10,705+49.1% | $10,827+47.4% |