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 | $150,894 | $180,449-16.4% | $154,107-2.1% | $135,375+11.5% |
| Participation rate | 73.7% | 87.4%-13.7pp | 83.0%-9.4pp | 82.6%-9.0pp |
| Annual return | -7.53% | 888.09%-895.6pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,975 | $6,035-67.3% | $5,298-62.7% | $4,779-58.7% |
| Participant deferral / active EE | $5,741 | $5,806-1.1% | $5,081+13.0% | $5,609+2.4% |
| Admin fee / account holder | $2,766 | $16,143-82.9% | $13,411-79.4% | $10,827-74.5% |