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 | $104,368 | $180,449-42.2% | $154,107-32.3% | $135,375-22.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.55% | 888.09%-895.6pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,645 | $6,035-39.6% | $5,298-31.2% | $4,779-23.7% |
| Participant deferral / active EE | $8,458 | $5,806+45.7% | $5,081+66.5% | $5,609+50.8% |
| Admin fee / account holder | $3,258 | $16,143-79.8% | $13,411-75.7% | $10,827-69.9% |