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 | $76,846 | $180,449-57.4% | $154,107-50.1% | $135,375-43.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -5.83% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,287 | $6,035-62.1% | $5,298-56.8% | $4,779-52.1% |
| Participant deferral / active EE | $5,101 | $5,806-12.2% | $5,081+0.4% | $5,609-9.1% |
| Admin fee / account holder | $19,981 | $16,143+23.8% | $13,411+49.0% | $10,827+84.6% |