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 | $72,529 | $180,449-59.8% | $154,107-52.9% | $135,375-46.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.18% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $9,157 | $6,035+51.7% | $5,298+72.9% | $4,779+91.6% |
| Participant deferral / active EE | $10,349 | $5,806+78.3% | $5,081+103.7% | $5,609+84.5% |
| Admin fee / account holder | $14,872 | $16,143-7.9% | $13,411+10.9% | $10,827+37.4% |