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 | $121,735 | $180,449-32.5% | $154,107-21.0% | $135,375-10.1% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -7.10% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $5,682 | $6,035-5.8% | $5,298+7.3% | $4,779+18.9% |
| Participant deferral / active EE | $4,556 | $5,806-21.5% | $5,081-10.3% | $5,609-18.8% |
| Admin fee / account holder | $2,243 | $16,143-86.1% | $13,411-83.3% | $10,827-79.3% |