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 | $65,809 | $190,805-65.5% | $159,960-58.9% | $134,475-51.1% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -16.76% | 552.23%-569.0pp | 408.60%-425.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,364 | $4,995-72.7% | $4,226-67.7% | $4,740-71.2% |
| Participant deferral / active EE | $4,420 | $6,923-36.2% | $6,182-28.5% | $6,400-30.9% |
| Admin fee / account holder | $85,055 | $10,471+712.3% | $8,698+877.9% | $11,426+644.4% |