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 | $70,367 | $180,449-61.0% | $154,107-54.3% | $135,375-48.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -0.52% | 888.09%-888.6pp | 735.12%-735.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,270 | $6,035-62.4% | $5,298-57.2% | $4,779-52.5% |
| Participant deferral / active EE | $8,743 | $5,806+50.6% | $5,081+72.1% | $5,609+55.9% |
| Admin fee / account holder | $780,519 | $16,143+4735.1% | $13,411+5720.0% | $10,827+7109.0% |