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 | $153,704 | $180,449-14.8% | $154,107-0.3% | $135,375+13.5% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -7.02% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.8pp |
| Employer contribution / active EE | $5,526 | $6,035-8.4% | $5,298+4.3% | $4,779+15.6% |
| Participant deferral / active EE | $4,690 | $5,806-19.2% | $5,081-7.7% | $5,609-16.4% |
| Admin fee / account holder | $1,873 | $16,143-88.4% | $13,411-86.0% | $10,827-82.7% |