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 | $76,840 | $160,055-52.0% | $140,016-45.1% | $135,375-43.2% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -7.82% | 911.38%-919.2pp | 651.12%-658.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,105 | $6,420-20.5% | $5,606-8.9% | $4,779+6.8% |
| Participant deferral / active EE | $9,646 | $7,642+26.2% | $6,927+39.2% | $5,609+72.0% |
| Admin fee / account holder | $5,152 | $13,328-61.3% | $10,705-51.9% | $10,827-52.4% |