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 | $88,265 | $138,044-36.1% | $125,339-29.6% | $134,475-34.4% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -19.42% | 750.33%-769.7pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $7,252 | $5,243+38.3% | $4,814+50.7% | $4,740+53.0% |
| Participant deferral / active EE | $10,863 | $7,799+39.3% | $7,446+45.9% | $6,400+69.7% |
| Admin fee / account holder | $11,063 | $11,571-4.4% | $10,010+10.5% | $11,426-3.2% |