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 | $64,153 | $160,055-59.9% | $140,016-54.2% | $135,375-52.6% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -4.84% | 911.38%-916.2pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,855 | $6,420-24.4% | $5,606-13.4% | $4,779+1.6% |
| Participant deferral / active EE | $5,889 | $7,642-22.9% | $6,927-15.0% | $5,609+5.0% |
| Admin fee / account holder | $6,126 | $13,328-54.0% | $10,705-42.8% | $10,827-43.4% |