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 | $156,961 | $180,449-13.0% | $154,107+1.9% | $135,375+15.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.62% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.4pp |
| Employer contribution / active EE | $3,755 | $6,035-37.8% | $5,298-29.1% | $4,779-21.4% |
| Participant deferral / active EE | $5,486 | $5,806-5.5% | $5,081+8.0% | $5,609-2.2% |
| Admin fee / account holder | $4,064 | $16,143-74.8% | $13,411-69.7% | $10,827-62.5% |