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 | $99,929 | $190,805-47.6% | $159,960-37.5% | $134,475-25.7% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -11.30% | 552.23%-563.5pp | 408.60%-419.9pp | 417.96%-429.3pp |
| Employer contribution / active EE | $6,250 | $4,995+25.1% | $4,226+47.9% | $4,740+31.9% |
| Participant deferral / active EE | $7,485 | $6,923+8.1% | $6,182+21.1% | $6,400+17.0% |
| Admin fee / account holder | $1,539 | $10,471-85.3% | $8,698-82.3% | $11,426-86.5% |