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 | $146,933 | $180,449-18.6% | $154,107-4.7% | $135,375+8.5% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -3.10% | 888.09%-891.2pp | 735.12%-738.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,991 | $6,035-67.0% | $5,298-62.4% | $4,779-58.3% |
| Participant deferral / active EE | $5,448 | $5,806-6.2% | $5,081+7.2% | $5,609-2.9% |
| Admin fee / account holder | $10,674 | $16,143-33.9% | $13,411-20.4% | $10,827-1.4% |