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 | $146,963 | $160,055-8.2% | $140,016+5.0% | $135,375+8.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.29% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $5,736 | $6,420-10.7% | $5,606+2.3% | $4,779+20.0% |
| Participant deferral / active EE | $6,997 | $7,642-8.4% | $6,927+1.0% | $5,609+24.8% |
| Admin fee / account holder | $6,113 | $13,328-54.1% | $10,705-42.9% | $10,827-43.5% |