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 | $100,767 | $97,757+3.1% | $83,848+20.2% | $135,375-25.6% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -4.44% | 1287.37%-1291.8pp | 850.88%-855.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,700 | $4,222-59.7% | $3,631-53.2% | $4,779-64.4% |
| Participant deferral / active EE | $6,476 | $4,682+38.3% | $4,082+58.7% | $5,609+15.5% |
| Admin fee / account holder | $8,530 | $6,674+27.8% | $5,478+55.7% | $10,827-21.2% |