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 | $82,093 | $97,757-16.0% | $83,848-2.1% | $135,375-39.4% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -5.09% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $8,314 | $4,222+96.9% | $3,631+129.0% | $4,779+74.0% |
| Participant deferral / active EE | $6,103 | $4,682+30.3% | $4,082+49.5% | $5,609+8.8% |
| Admin fee / account holder | $4,807 | $6,674-28.0% | $5,478-12.3% | $10,827-55.6% |