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 | $130,645 | $92,703+40.9% | $82,719+57.9% | $134,475-2.8% |
| Participation rate | 76.2% | 75.2%+1.0pp | 72.6%+3.6pp | 81.2%-5.0pp |
| Annual return | -8.72% | 944.92%-953.6pp | 701.18%-709.9pp | 417.96%-426.7pp |
| Employer contribution / active EE | $3,941 | $3,274+20.4% | $3,009+31.0% | $4,740-16.9% |
| Participant deferral / active EE | $4,676 | $4,802-2.6% | $4,395+6.4% | $6,400-26.9% |
| Admin fee / account holder | $12,896 | $5,983+115.6% | $5,329+142.0% | $11,426+12.9% |