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 | $55,256 | $180,449-69.4% | $154,107-64.1% | $135,375-59.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.08% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,611 | $6,035-7.0% | $5,298+5.9% | $4,779+17.4% |
| Participant deferral / active EE | $5,230 | $5,806-9.9% | $5,081+2.9% | $5,609-6.8% |
| Admin fee / account holder | $340 | $16,143-97.9% | $13,411-97.5% | $10,827-96.9% |