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 | $90,109 | $180,449-50.1% | $154,107-41.5% | $135,375-33.4% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -8.26% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,346 | $6,035-61.1% | $5,298-55.7% | $4,779-50.9% |
| Participant deferral / active EE | $5,342 | $5,806-8.0% | $5,081+5.1% | $5,609-4.8% |
| Admin fee / account holder | $1,420 | $16,143-91.2% | $13,411-89.4% | $10,827-86.9% |