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 | $77,305 | $135,635-43.0% | $110,238-29.9% | $135,375-42.9% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -6.90% | 513.19%-520.1pp | 314.74%-321.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,895 | $4,906-20.6% | $3,826+1.8% | $4,779-18.5% |
| Participant deferral / active EE | $8,411 | $5,506+52.7% | $4,672+80.0% | $5,609+50.0% |
| Admin fee / account holder | $3,627 | $11,457-68.3% | $8,547-57.6% | $10,827-66.5% |