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 | $155,243 | $180,449-14.0% | $154,107+0.7% | $135,375+14.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -0.15% | 888.09%-888.2pp | 735.12%-735.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $1,785 | $6,035-70.4% | $5,298-66.3% | $4,779-62.7% |
| Participant deferral / active EE | $4,059 | $5,806-30.1% | $5,081-20.1% | $5,609-27.6% |
| Admin fee / account holder | $942 | $16,143-94.2% | $13,411-93.0% | $10,827-91.3% |