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 | $108,554 | $197,825-45.1% | $155,790-30.3% | $125,391-13.4% |
| Participation rate | 95.8% | 82.1%+13.7pp | 76.1%+19.7pp | 83.2%+12.6pp |
| Annual return | -1.69% | 86.74%-88.4pp | 71.54%-73.2pp | 282.22%-283.9pp |
| Employer contribution / active EE | $5,182 | $4,847+6.9% | $3,836+35.1% | $4,866+6.5% |
| Participant deferral / active EE | $7,206 | $5,630+28.0% | $4,797+50.2% | $5,352+34.7% |
| Admin fee / account holder | $9,500 | $9,545-0.5% | $7,478+27.0% | $9,540-0.4% |