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 | $94,316 | $180,449-47.7% | $154,107-38.8% | $135,375-30.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -5.48% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,588 | $6,035-57.1% | $5,298-51.2% | $4,779-45.9% |
| Participant deferral / active EE | $3,469 | $5,806-40.3% | $5,081-31.7% | $5,609-38.2% |
| Admin fee / account holder | $28,667 | $16,143+77.6% | $13,411+113.8% | $10,827+164.8% |