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 | $101,745 | $180,449-43.6% | $154,107-34.0% | $135,375-24.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.32% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,415 | $6,035-26.8% | $5,298-16.7% | $4,779-7.6% |
| Participant deferral / active EE | $3,608 | $5,806-37.9% | $5,081-29.0% | $5,609-35.7% |
| Admin fee / account holder | $4,073 | $16,143-74.8% | $13,411-69.6% | $10,827-62.4% |