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 | $136,106 | $135,635+0.3% | $110,238+23.5% | $135,375+0.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -7.19% | 513.19%-520.4pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,245 | $4,906-74.6% | $3,826-67.5% | $4,779-73.9% |
| Participant deferral / active EE | $4,561 | $5,506-17.2% | $4,672-2.4% | $5,609-18.7% |
| Admin fee / account holder | $3,324 | $11,457-71.0% | $8,547-61.1% | $10,827-69.3% |