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 | $93,443 | $160,055-41.6% | $140,016-33.3% | $135,375-31.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -5.97% | 911.38%-917.3pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,432 | $6,420-62.1% | $5,606-56.6% | $4,779-49.1% |
| Participant deferral / active EE | $7,135 | $7,642-6.6% | $6,927+3.0% | $5,609+27.2% |
| Admin fee / account holder | $5,980 | $13,328-55.1% | $10,705-44.1% | $10,827-44.8% |