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 | $48,164 | $180,449-73.3% | $154,107-68.7% | $135,375-64.4% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -7.10% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,199 | $6,035-63.6% | $5,298-58.5% | $4,779-54.0% |
| Participant deferral / active EE | $7,287 | $5,806+25.5% | $5,081+43.4% | $5,609+29.9% |
| Admin fee / account holder | $6,056 | $16,143-62.5% | $13,411-54.8% | $10,827-44.1% |