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 | $97,259 | $135,635-28.3% | $110,238-11.8% | $135,375-28.2% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -6.16% | 513.19%-519.3pp | 314.74%-320.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $5,067 | $4,906+3.3% | $3,826+32.4% | $4,779+6.0% |
| Participant deferral / active EE | $6,137 | $5,506+11.5% | $4,672+31.4% | $5,609+9.4% |
| Admin fee / account holder | $3,688 | $11,457-67.8% | $8,547-56.9% | $10,827-65.9% |