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 | $86,932 | $180,449-51.8% | $154,107-43.6% | $135,375-35.8% |
| Participation rate | 72.2% | 87.4%-15.2pp | 83.0%-10.8pp | 82.6%-10.4pp |
| Annual return | -6.66% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $6,922 | $6,035+14.7% | $5,298+30.7% | $4,779+44.8% |
| Participant deferral / active EE | $5,550 | $5,806-4.4% | $5,081+9.2% | $5,609-1.0% |
| Admin fee / account holder | $7,150 | $16,143-55.7% | $13,411-46.7% | $10,827-34.0% |