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 | $164,942 | $160,055+3.1% | $140,016+17.8% | $135,375+21.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -3.09% | 911.38%-914.5pp | 651.12%-654.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $4,016 | $6,420-37.4% | $5,606-28.4% | $4,779-16.0% |
| Participant deferral / active EE | $7,240 | $7,642-5.2% | $6,927+4.5% | $5,609+29.1% |
| Admin fee / account holder | $8,473 | $13,328-36.4% | $10,705-20.9% | $10,827-21.7% |