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 | $71,837 | $180,449-60.2% | $154,107-53.4% | $135,375-46.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.97% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,838 | $6,035-36.4% | $5,298-27.6% | $4,779-19.7% |
| Participant deferral / active EE | $6,189 | $5,806+6.6% | $5,081+21.8% | $5,609+10.3% |
| Admin fee / account holder | $497 | $16,143-96.9% | $13,411-96.3% | $10,827-95.4% |