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 | $104,877 | $180,449-41.9% | $154,107-31.9% | $135,375-22.5% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -5.97% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,098 | $6,035-65.2% | $5,298-60.4% | $4,779-56.1% |
| Participant deferral / active EE | $5,895 | $5,806+1.5% | $5,081+16.0% | $5,609+5.1% |
| Admin fee / account holder | $5,898 | $16,143-63.5% | $13,411-56.0% | $10,827-45.5% |