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 | $64,533 | $168,632-61.7% | $147,614-56.3% | $125,391-48.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.46% | 77.65%-78.1pp | 61.98%-62.4pp | 282.22%-282.7pp |
| Employer contribution / active EE | $6,511 | $6,252+4.1% | $5,564+17.0% | $4,866+33.8% |
| Participant deferral / active EE | $6,696 | $5,507+21.6% | $4,895+36.8% | $5,352+25.1% |
| Admin fee / account holder | $7,746 | $13,580-43.0% | $11,611-33.3% | $9,540-18.8% |