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 | $130,278 | $180,449-27.8% | $154,107-15.5% | $135,375-3.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.31% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $8,837 | $6,035+46.4% | $5,298+66.8% | $4,779+84.9% |
| Participant deferral / active EE | $5,486 | $5,806-5.5% | $5,081+8.0% | $5,609-2.2% |
| Admin fee / account holder | $3,453 | $16,143-78.6% | $13,411-74.2% | $10,827-68.1% |