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 | $118,851 | $180,449-34.1% | $154,107-22.9% | $135,375-12.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -5.15% | 888.09%-893.2pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $4,145 | $6,035-31.3% | $5,298-21.8% | $4,779-13.3% |
| Participant deferral / active EE | $9,335 | $5,806+60.8% | $5,081+83.7% | $5,609+66.4% |
| Admin fee / account holder | $32,927 | $16,143+104.0% | $13,411+145.5% | $10,827+204.1% |