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 | $58,758 | $168,632-65.2% | $147,614-60.2% | $125,391-53.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.08% | 77.65%-80.7pp | 61.98%-65.1pp | 282.22%-285.3pp |
| Employer contribution / active EE | $3,111 | $6,252-50.2% | $5,564-44.1% | $4,866-36.1% |
| Participant deferral / active EE | $5,723 | $5,507+3.9% | $4,895+16.9% | $5,352+6.9% |
| Admin fee / account holder | $2,678 | $13,580-80.3% | $11,611-76.9% | $9,540-71.9% |