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 | $70,400 | $97,757-28.0% | $83,848-16.0% | $135,375-48.0% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -3.39% | 1287.37%-1290.8pp | 850.88%-854.3pp | 519.73%-523.1pp |
| Employer contribution / active EE | $5,293 | $4,222+25.4% | $3,631+45.8% | $4,779+10.8% |
| Participant deferral / active EE | $8,210 | $4,682+75.3% | $4,082+101.1% | $5,609+46.4% |
| Admin fee / account holder | $5,830 | $6,674-12.6% | $5,478+6.4% | $10,827-46.2% |