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 | $83,075 | $138,044-39.8% | $125,339-33.7% | $134,475-38.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.31% | 750.33%-766.6pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,209 | $5,243-38.8% | $4,814-33.3% | $4,740-32.3% |
| Participant deferral / active EE | $3,518 | $7,799-54.9% | $7,446-52.7% | $6,400-45.0% |
| Admin fee / account holder | $2,961 | $11,571-74.4% | $10,010-70.4% | $11,426-74.1% |