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 | $65,350 | $135,635-51.8% | $110,238-40.7% | $135,375-51.7% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.8%+9.7pp | 82.6%+6.8pp |
| Annual return | -7.43% | 513.19%-520.6pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,071 | $4,906-78.2% | $3,826-72.0% | $4,779-77.6% |
| Participant deferral / active EE | $5,838 | $5,506+6.0% | $4,672+25.0% | $5,609+4.1% |
| Admin fee / account holder | $2,080 | $11,457-81.8% | $8,547-75.7% | $10,827-80.8% |