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 | $169,158 | $180,449-6.3% | $154,107+9.8% | $135,375+25.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.00% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,133 | $6,035-48.1% | $5,298-40.9% | $4,779-34.4% |
| Participant deferral / active EE | $12,934 | $5,806+122.8% | $5,081+154.6% | $5,609+130.6% |
| Admin fee / account holder | $12,016 | $16,143-25.6% | $13,411-10.4% | $10,827+11.0% |