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 | $44,222 | $180,449-75.5% | $154,107-71.3% | $135,375-67.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.65% | 888.09%-895.7pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $8,069 | $6,035+33.7% | $5,298+52.3% | $4,779+68.8% |
| Participant deferral / active EE | $6,860 | $5,806+18.2% | $5,081+35.0% | $5,609+22.3% |
| Admin fee / account holder | $1,185 | $16,143-92.7% | $13,411-91.2% | $10,827-89.1% |