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 | $92,286 | $190,805-51.6% | $159,960-42.3% | $134,475-31.4% |
| Participation rate | 82.4% | 81.9%+0.4pp | 78.0%+4.4pp | 81.2%+1.1pp |
| Annual return | -11.39% | 552.23%-563.6pp | 408.60%-420.0pp | 417.96%-429.4pp |
| Employer contribution / active EE | $3,070 | $4,995-38.5% | $4,226-27.3% | $4,740-35.2% |
| Participant deferral / active EE | $5,671 | $6,923-18.1% | $6,182-8.3% | $6,400-11.4% |
| Admin fee / account holder | $4,544 | $10,471-56.6% | $8,698-47.8% | $11,426-60.2% |