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 | $77,568 | $135,635-42.8% | $110,238-29.6% | $135,375-42.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -8.11% | 513.19%-521.3pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,147 | $4,906-56.3% | $3,826-43.9% | $4,779-55.1% |
| Participant deferral / active EE | $4,724 | $5,506-14.2% | $4,672+1.1% | $5,609-15.8% |
| Admin fee / account holder | $5,839 | $11,457-49.0% | $8,547-31.7% | $10,827-46.1% |