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 | $82,129 | $180,449-54.5% | $154,107-46.7% | $135,375-39.3% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -7.78% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,873 | $6,035-69.0% | $5,298-64.7% | $4,779-60.8% |
| Participant deferral / active EE | $5,648 | $5,806-2.7% | $5,081+11.2% | $5,609+0.7% |
| Admin fee / account holder | $1,319 | $16,143-91.8% | $13,411-90.2% | $10,827-87.8% |