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 | $104,790 | $180,449-41.9% | $154,107-32.0% | $135,375-22.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -4.91% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $7,270 | $6,035+20.5% | $5,298+37.2% | $4,779+52.1% |
| Participant deferral / active EE | $3,953 | $5,806-31.9% | $5,081-22.2% | $5,609-29.5% |
| Admin fee / account holder | $4,177 | $16,143-74.1% | $13,411-68.9% | $10,827-61.4% |