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 | $102,011 | $180,449-43.5% | $154,107-33.8% | $135,375-24.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -3.52% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.3pp |
| Employer contribution / active EE | $7,699 | $6,035+27.6% | $5,298+45.3% | $4,779+61.1% |
| Participant deferral / active EE | $4,773 | $5,806-17.8% | $5,081-6.0% | $5,609-14.9% |
| Admin fee / account holder | $1,141 | $16,143-92.9% | $13,411-91.5% | $10,827-89.5% |