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 | $101,596 | $180,449-43.7% | $154,107-34.1% | $135,375-25.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.45% | 888.09%-894.5pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,452 | $6,035-75.9% | $5,298-72.6% | $4,779-69.6% |
| Participant deferral / active EE | $4,113 | $5,806-29.2% | $5,081-19.1% | $5,609-26.7% |
| Admin fee / account holder | $1,097 | $16,143-93.2% | $13,411-91.8% | $10,827-89.9% |