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 | $126,597 | $99,640+27.1% | $86,436+46.5% | $134,475-5.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -19.06% | 6782.58%-6801.6pp | 4394.89%-4414.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,668 | $4,400-39.4% | $3,769-29.2% | $4,740-43.7% |
| Participant deferral / active EE | $5,964 | $7,246-17.7% | $6,952-14.2% | $6,400-6.8% |
| Admin fee / account holder | $2,649 | $8,371-68.4% | $6,731-60.7% | $11,426-76.8% |