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 | $146,557 | $144,119+1.7% | $117,854+24.4% | $147,584-0.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,495 | $4,896-49.1% | $3,786-34.1% | $4,876-48.8% |
| Participant deferral / active EE | $6,618 | $5,316+24.5% | $4,482+47.7% | $5,439+21.7% |
| Admin fee / account holder | $2,575 | $10,886-76.3% | $8,020-67.9% | $10,885-76.3% |