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 | $156,734 | $160,055-2.1% | $140,016+11.9% | $135,375+15.8% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -6.64% | 911.38%-918.0pp | 651.12%-657.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $7,152 | $6,420+11.4% | $5,606+27.6% | $4,779+49.7% |
| Participant deferral / active EE | $14,582 | $7,642+90.8% | $6,927+110.5% | $5,609+160.0% |
| Admin fee / account holder | $26,553 | $13,328+99.2% | $10,705+148.0% | $10,827+145.2% |