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 | $90,056 | $90,600-0.6% | $79,464+13.3% | $135,375-33.5% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -6.83% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,855 | $3,068-6.9% | $2,800+1.9% | $4,779-40.3% |
| Participant deferral / active EE | $4,729 | $4,050+16.8% | $3,704+27.7% | $5,609-15.7% |
| Admin fee / account holder | $4,524 | $5,907-23.4% | $5,113-11.5% | $10,827-58.2% |