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 | $122,982 | $138,065-10.9% | $123,544-0.5% | $135,375-9.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -5.99% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $10,388 | $5,151+101.6% | $4,628+124.5% | $4,779+117.4% |
| Participant deferral / active EE | $10,501 | $6,799+54.4% | $6,426+63.4% | $5,609+87.2% |
| Admin fee / account holder | $9,006 | $10,916-17.5% | $9,284-3.0% | $10,827-16.8% |