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 | $98,958 | $180,449-45.2% | $154,107-35.8% | $135,375-26.9% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -4.71% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $5,058 | $6,035-16.2% | $5,298-4.5% | $4,779+5.8% |
| Participant deferral / active EE | $4,082 | $5,806-29.7% | $5,081-19.7% | $5,609-27.2% |
| Admin fee / account holder | $799 | $16,143-95.0% | $13,411-94.0% | $10,827-92.6% |