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 | $102,748 | $180,449-43.1% | $154,107-33.3% | $135,375-24.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.44% | 888.09%-893.5pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,762 | $6,035-70.8% | $5,298-66.7% | $4,779-63.1% |
| Participant deferral / active EE | $5,271 | $5,806-9.2% | $5,081+3.8% | $5,609-6.0% |
| Admin fee / account holder | $4,143 | $16,143-74.3% | $13,411-69.1% | $10,827-61.7% |