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 | $85,893 | $180,449-52.4% | $154,107-44.3% | $135,375-36.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.05% | 888.09%-895.1pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,012 | $6,035-66.7% | $5,298-62.0% | $4,779-57.9% |
| Participant deferral / active EE | $7,528 | $5,806+29.7% | $5,081+48.2% | $5,609+34.2% |
| Admin fee / account holder | $2,370 | $16,143-85.3% | $13,411-82.3% | $10,827-78.1% |