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 | $118,185 | $180,449-34.5% | $154,107-23.3% | $135,375-12.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -3.36% | 888.09%-891.5pp | 735.12%-738.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $3,564 | $6,035-40.9% | $5,298-32.7% | $4,779-25.4% |
| Participant deferral / active EE | $6,385 | $5,806+10.0% | $5,081+25.7% | $5,609+13.8% |
| Admin fee / account holder | $1,537 | $16,143-90.5% | $13,411-88.5% | $10,827-85.8% |