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 | $97,928 | $97,757+0.2% | $83,848+16.8% | $135,375-27.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -4.80% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,367 | $4,222+3.4% | $3,631+20.3% | $4,779-8.6% |
| Participant deferral / active EE | $5,737 | $4,682+22.5% | $4,082+40.6% | $5,609+2.3% |
| Admin fee / account holder | $2,087 | $6,674-68.7% | $5,478-61.9% | $10,827-80.7% |