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 | $90,607 | $160,055-43.4% | $140,016-35.3% | $135,375-33.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -4.35% | 911.38%-915.7pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,069 | $6,420-52.2% | $5,606-45.3% | $4,779-35.8% |
| Participant deferral / active EE | $11,563 | $7,642+51.3% | $6,927+66.9% | $5,609+106.2% |
| Admin fee / account holder | $29,635 | $13,328+122.4% | $10,705+176.8% | $10,827+173.7% |