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 | $92,135 | $138,044-33.3% | $125,339-26.5% | $134,475-31.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.22% | 750.33%-766.5pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,139 | $5,243-59.2% | $4,814-55.6% | $4,740-54.9% |
| Participant deferral / active EE | $5,184 | $7,799-33.5% | $7,446-30.4% | $6,400-19.0% |
| Admin fee / account holder | $11,027 | $11,571-4.7% | $10,010+10.2% | $11,426-3.5% |