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 | $93,419 | $135,635-31.1% | $110,238-15.3% | $135,375-31.0% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -6.04% | 513.19%-519.2pp | 314.74%-320.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,752 | $4,906-43.9% | $3,826-28.1% | $4,779-42.4% |
| Participant deferral / active EE | $10,588 | $5,506+92.3% | $4,672+126.6% | $5,609+88.8% |
| Admin fee / account holder | $19,185 | $11,457+67.5% | $8,547+124.5% | $10,827+77.2% |