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 | $146,233 | $135,635+7.8% | $110,238+32.7% | $135,375+8.0% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -6.64% | 513.19%-519.8pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,630 | $4,906-26.0% | $3,826-5.1% | $4,779-24.0% |
| Participant deferral / active EE | $6,314 | $5,506+14.7% | $4,672+35.1% | $5,609+12.6% |
| Admin fee / account holder | $4,513 | $11,457-60.6% | $8,547-47.2% | $10,827-58.3% |