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 | $120,695 | $92,703+30.2% | $82,719+45.9% | $134,475-10.2% |
| Participation rate | 79.2% | 75.2%+4.0pp | 72.6%+6.6pp | 81.2%-2.1pp |
| Annual return | -20.09% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,952 | $3,274+20.7% | $3,009+31.4% | $4,740-16.6% |
| Participant deferral / active EE | $5,599 | $4,802+16.6% | $4,395+27.4% | $6,400-12.5% |
| Admin fee / account holder | $4,949 | $5,983-17.3% | $5,329-7.1% | $11,426-56.7% |