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 | $160,553 | $138,044+16.3% | $125,339+28.1% | $134,475+19.4% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -16.38% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,594 | $5,243-50.5% | $4,814-46.1% | $4,740-45.3% |
| Participant deferral / active EE | $5,472 | $7,799-29.8% | $7,446-26.5% | $6,400-14.5% |
| Admin fee / account holder | $4,335 | $11,571-62.5% | $10,010-56.7% | $11,426-62.1% |