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 | $114,592 | $180,449-36.5% | $154,107-25.6% | $135,375-15.4% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -3.76% | 888.09%-891.8pp | 735.12%-738.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,218 | $6,035-63.2% | $5,298-58.1% | $4,779-53.6% |
| Participant deferral / active EE | $5,675 | $5,806-2.3% | $5,081+11.7% | $5,609+1.2% |
| Admin fee / account holder | $5,448 | $16,143-66.2% | $13,411-59.4% | $10,827-49.7% |