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 | $123,356 | $160,055-22.9% | $140,016-11.9% | $135,375-8.9% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.5%+7.2pp | 82.6%+12.1pp |
| Annual return | -5.81% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,261 | $6,420-49.2% | $5,606-41.8% | $4,779-31.8% |
| Participant deferral / active EE | $6,028 | $7,642-21.1% | $6,927-13.0% | $5,609+7.5% |
| Admin fee / account holder | $22,590 | $13,328+69.5% | $10,705+111.0% | $10,827+108.6% |