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 | $103,759 | $180,449-42.5% | $154,107-32.7% | $135,375-23.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.98% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $6,073 | $6,035+0.6% | $5,298+14.6% | $4,779+27.1% |
| Participant deferral / active EE | $4,508 | $5,806-22.4% | $5,081-11.3% | $5,609-19.6% |
| Admin fee / account holder | $24,277 | $16,143+50.4% | $13,411+81.0% | $10,827+124.2% |