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 | $133,279 | $180,449-26.1% | $154,107-13.5% | $135,375-1.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -5.47% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,488 | $6,035-25.6% | $5,298-15.3% | $4,779-6.1% |
| Participant deferral / active EE | $4,009 | $5,806-31.0% | $5,081-21.1% | $5,609-28.5% |
| Admin fee / account holder | $2,966 | $16,143-81.6% | $13,411-77.9% | $10,827-72.6% |