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 | $166,595 | $180,449-7.7% | $154,107+8.1% | $135,375+23.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.42% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,063 | $6,035-65.8% | $5,298-61.1% | $4,779-56.8% |
| Participant deferral / active EE | $6,443 | $5,806+11.0% | $5,081+26.8% | $5,609+14.9% |
| Admin fee / account holder | $992 | $16,143-93.9% | $13,411-92.6% | $10,827-90.8% |