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 | $96,349 | $97,757-1.4% | $83,848+14.9% | $135,375-28.8% |
| Participation rate | 89.5% | 80.0%+9.5pp | 76.1%+13.3pp | 82.6%+6.8pp |
| Annual return | -6.20% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $9,555 | $4,222+126.3% | $3,631+163.2% | $4,779+99.9% |
| Participant deferral / active EE | $9,525 | $4,682+103.4% | $4,082+133.4% | $5,609+69.8% |
| Admin fee / account holder | $652 | $6,674-90.2% | $5,478-88.1% | $10,827-94.0% |