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 | $86,263 | $135,635-36.4% | $110,238-21.7% | $135,375-36.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.62% | 513.19%-521.8pp | 314.74%-323.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $4,940 | $4,906+0.7% | $3,826+29.1% | $4,779+3.4% |
| Participant deferral / active EE | $4,811 | $5,506-12.6% | $4,672+3.0% | $5,609-14.2% |
| Admin fee / account holder | $15,880 | $11,457+38.6% | $8,547+85.8% | $10,827+46.7% |