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 | $84,813 | $160,055-47.0% | $140,016-39.4% | $135,375-37.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -7.58% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,591 | $6,420-59.6% | $5,606-53.8% | $4,779-45.8% |
| Participant deferral / active EE | $5,054 | $7,642-33.9% | $6,927-27.0% | $5,609-9.9% |
| Admin fee / account holder | $998 | $13,328-92.5% | $10,705-90.7% | $10,827-90.8% |