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 | $113,985 | $92,703+23.0% | $82,719+37.8% | $134,475-15.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -18.98% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,713 | $3,274+13.4% | $3,009+23.4% | $4,740-21.7% |
| Participant deferral / active EE | $4,063 | $4,802-15.4% | $4,395-7.6% | $6,400-36.5% |
| Admin fee / account holder | $1,864 | $5,983-68.8% | $5,329-65.0% | $11,426-83.7% |