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 | $116,697 | $97,757+19.4% | $83,848+39.2% | $135,375-13.8% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -0.86% | 1287.37%-1288.2pp | 850.88%-851.7pp | 519.73%-520.6pp |
| Employer contribution / active EE | $3,804 | $4,222-9.9% | $3,631+4.8% | $4,779-20.4% |
| Participant deferral / active EE | $4,170 | $4,682-10.9% | $4,082+2.2% | $5,609-25.6% |
| Admin fee / account holder | $76,809 | $6,674+1050.9% | $5,478+1302.1% | $10,827+609.4% |