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 | $62,871 | $180,449-65.2% | $154,107-59.2% | $135,375-53.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.29% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,967 | $6,035-67.4% | $5,298-62.9% | $4,779-58.8% |
| Participant deferral / active EE | $4,505 | $5,806-22.4% | $5,081-11.3% | $5,609-19.7% |
| Admin fee / account holder | $14,153 | $16,143-12.3% | $13,411+5.5% | $10,827+30.7% |