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 | $95,259 | $138,044-31.0% | $125,339-24.0% | $134,475-29.2% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -19.31% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,493 | $5,243-14.3% | $4,814-6.7% | $4,740-5.2% |
| Participant deferral / active EE | $9,811 | $7,799+25.8% | $7,446+31.8% | $6,400+53.3% |
| Admin fee / account holder | $2,342 | $11,571-79.8% | $10,010-76.6% | $11,426-79.5% |