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 | $33,567 | $180,449-81.4% | $154,107-78.2% | $135,375-75.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.49% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $6,925 | $6,035+14.8% | $5,298+30.7% | $4,779+44.9% |
| Participant deferral / active EE | $4,370 | $5,806-24.7% | $5,081-14.0% | $5,609-22.1% |
| Admin fee / account holder | $395 | $16,143-97.6% | $13,411-97.1% | $10,827-96.4% |