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 | $129,824 | $180,449-28.1% | $154,107-15.8% | $135,375-4.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.52% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,547 | $6,035-74.4% | $5,298-70.8% | $4,779-67.6% |
| Participant deferral / active EE | $3,402 | $5,806-41.4% | $5,081-33.0% | $5,609-39.4% |
| Admin fee / account holder | $373 | $16,143-97.7% | $13,411-97.2% | $10,827-96.6% |