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 | $170,388 | $135,635+25.6% | $110,238+54.6% | $135,375+25.9% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -8.15% | 513.19%-521.3pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,900 | $4,906-61.3% | $3,826-50.4% | $4,779-60.3% |
| Participant deferral / active EE | $7,963 | $5,506+44.6% | $4,672+70.4% | $5,609+42.0% |
| Admin fee / account holder | $917 | $11,457-92.0% | $8,547-89.3% | $10,827-91.5% |