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 | $97,898 | $168,632-41.9% | $147,614-33.7% | $125,391-21.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.62% | 77.65%-78.3pp | 61.98%-62.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,745 | $6,252-56.1% | $5,564-50.7% | $4,866-43.6% |
| Participant deferral / active EE | $6,199 | $5,507+12.6% | $4,895+26.6% | $5,352+15.8% |
| Admin fee / account holder | $3,556 | $13,580-73.8% | $11,611-69.4% | $9,540-62.7% |