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 | $144,359 | $180,449-20.0% | $154,107-6.3% | $135,375+6.6% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -5.40% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,284 | $6,035-62.1% | $5,298-56.9% | $4,779-52.2% |
| Participant deferral / active EE | $5,510 | $5,806-5.1% | $5,081+8.5% | $5,609-1.8% |
| Admin fee / account holder | $10,261 | $16,143-36.4% | $13,411-23.5% | $10,827-5.2% |