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 | $77,068 | $90,600-14.9% | $79,464-3.0% | $135,375-43.1% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -4.15% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,368 | $3,068+9.8% | $2,800+20.3% | $4,779-29.5% |
| Participant deferral / active EE | $2,061 | $4,050-49.1% | $3,704-44.4% | $5,609-63.3% |
| Admin fee / account holder | $6,369 | $5,907+7.8% | $5,113+24.6% | $10,827-41.2% |