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 | $80,053 | $160,055-50.0% | $140,016-42.8% | $135,375-40.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -5.47% | 911.38%-916.9pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,129 | $6,420-66.8% | $5,606-62.0% | $4,779-55.4% |
| Participant deferral / active EE | $8,026 | $7,642+5.0% | $6,927+15.9% | $5,609+43.1% |
| Admin fee / account holder | $1,297 | $13,328-90.3% | $10,705-87.9% | $10,827-88.0% |