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 | $116,310 | $180,449-35.5% | $154,107-24.5% | $135,375-14.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.83% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,770 | $6,035-54.1% | $5,298-47.7% | $4,779-42.0% |
| Participant deferral / active EE | $7,909 | $5,806+36.2% | $5,081+55.7% | $5,609+41.0% |
| Admin fee / account holder | $897 | $16,143-94.4% | $13,411-93.3% | $10,827-91.7% |