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 | $90,290 | $90,600-0.3% | $79,464+13.6% | $135,375-33.3% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -6.95% | 977.43%-984.4pp | 718.14%-725.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,524 | $3,068-50.3% | $2,800-45.6% | $4,779-68.1% |
| Participant deferral / active EE | $4,082 | $4,050+0.8% | $3,704+10.2% | $5,609-27.2% |
| Admin fee / account holder | $1,210 | $5,907-79.5% | $5,113-76.3% | $10,827-88.8% |