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 | $133,160 | $180,449-26.2% | $154,107-13.6% | $135,375-1.6% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -5.15% | 888.09%-893.2pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,529 | $6,035-74.7% | $5,298-71.1% | $4,779-68.0% |
| Participant deferral / active EE | $6,247 | $5,806+7.6% | $5,081+23.0% | $5,609+11.4% |
| Admin fee / account holder | $1,095 | $16,143-93.2% | $13,411-91.8% | $10,827-89.9% |