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 | $107,349 | $180,449-40.5% | $154,107-30.3% | $135,375-20.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.48% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $9,084 | $6,035+50.5% | $5,298+71.5% | $4,779+90.1% |
| Participant deferral / active EE | $5,598 | $5,806-3.6% | $5,081+10.2% | $5,609-0.2% |
| Admin fee / account holder | $1,824 | $16,143-88.7% | $13,411-86.4% | $10,827-83.2% |