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 | $122,423 | $160,055-23.5% | $140,016-12.6% | $135,375-9.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -4.37% | 911.38%-915.7pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,566 | $6,420-60.0% | $5,606-54.2% | $4,779-46.3% |
| Participant deferral / active EE | $5,565 | $7,642-27.2% | $6,927-19.7% | $5,609-0.8% |
| Admin fee / account holder | $572 | $13,328-95.7% | $10,705-94.7% | $10,827-94.7% |