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 | $145,955 | $180,449-19.1% | $154,107-5.3% | $135,375+7.8% |
| Participation rate | 73.9% | 87.4%-13.5pp | 83.0%-9.1pp | 82.6%-8.7pp |
| Annual return | -5.24% | 888.09%-893.3pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,729 | $6,035-54.8% | $5,298-48.5% | $4,779-42.9% |
| Participant deferral / active EE | $4,723 | $5,806-18.7% | $5,081-7.0% | $5,609-15.8% |
| Admin fee / account holder | $876 | $16,143-94.6% | $13,411-93.5% | $10,827-91.9% |