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 | $94,688 | $138,044-31.4% | $125,339-24.5% | $134,475-29.6% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -20.21% | 750.33%-770.5pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,042 | $5,243-22.9% | $4,814-16.0% | $4,740-14.7% |
| Participant deferral / active EE | $8,335 | $7,799+6.9% | $7,446+11.9% | $6,400+30.2% |
| Admin fee / account holder | $596 | $11,571-94.9% | $10,010-94.0% | $11,426-94.8% |