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 | $84,506 | $180,449-53.2% | $154,107-45.2% | $135,375-37.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.14% | 888.09%-894.2pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $11,084 | $6,035+83.7% | $5,298+109.2% | $4,779+131.9% |
| Participant deferral / active EE | $8,882 | $5,806+53.0% | $5,081+74.8% | $5,609+58.4% |
| Admin fee / account holder | $706 | $16,143-95.6% | $13,411-94.7% | $10,827-93.5% |