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 | $108,259 | $138,044-21.6% | $125,339-13.6% | $134,475-19.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.25% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,848 | $5,243-7.5% | $4,814+0.7% | $4,740+2.3% |
| Participant deferral / active EE | $9,106 | $7,799+16.8% | $7,446+22.3% | $6,400+42.3% |
| Admin fee / account holder | $10,269 | $11,571-11.3% | $10,010+2.6% | $11,426-10.1% |