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 | $127,197 | $190,805-33.3% | $159,960-20.5% | $134,475-5.4% |
| Participation rate | 82.4% | 81.9%+0.4pp | 78.0%+4.4pp | 81.2%+1.1pp |
| Annual return | -8.72% | 552.23%-561.0pp | 408.60%-417.3pp | 417.96%-426.7pp |
| Employer contribution / active EE | $4,042 | $4,995-19.1% | $4,226-4.3% | $4,740-14.7% |
| Participant deferral / active EE | $9,660 | $6,923+39.5% | $6,182+56.2% | $6,400+50.9% |
| Admin fee / account holder | $147,889 | $10,471+1312.3% | $8,698+1600.3% | $11,426+1194.3% |